Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $21,671 | $110,039-80.3% | $97,260-77.7% | $145,884-85.1% |
| Participation rate | 45.5% | 75.9%-30.5pp | 72.7%-27.2pp | 80.3%-34.8pp |
| Annual return | 12.08% | 244.44%-232.4pp | 75.54%-63.5pp | 551.85%-539.8pp |
| Employer contribution / active EE | $861 | $3,074-72.0% | $2,721-68.4% | $4,662-81.5% |
| Participant deferral / active EE | $1,439 | $4,674-69.2% | $4,262-66.2% | $6,690-78.5% |
| Admin fee / account holder | $551 | $6,204-91.1% | $5,640-90.2% | $13,392-95.9% |