Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,713 | $49,896-80.5% | $80,627-88.0% | $75,173-87.1% |
| Participation rate | 54.7% | 55.3%-0.6pp | 67.0%-12.3pp | 67.2%-12.5pp |
| Annual return | 31.47% | 34.67%-3.2pp | 936.76%-905.3pp | 160.72%-129.3pp |
| Employer contribution / active EE | $1,342 | $1,699-21.0% | $2,723-50.7% | $2,671-49.7% |
| Participant deferral / active EE | $3,082 | $2,992+3.0% | $4,443-30.6% | $4,126-25.3% |
| Admin fee / account holder | $872 | $3,578-75.6% | $5,381-83.8% | $5,651-84.6% |