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 | $18,822 | $110,303-82.9% | $95,759-80.3% | $139,487-86.5% |
| Participation rate | 55.6% | 75.7%-20.2pp | 72.3%-16.7pp | 80.3%-24.8pp |
| Annual return | 44.26% | 27.19%+17.1pp | 28.42%+15.8pp | 373.84%-329.6pp |
| Employer contribution / active EE | $1,295 | $3,261-60.3% | $2,836-54.3% | $4,755-72.8% |
| Participant deferral / active EE | $5,922 | $4,674+26.7% | $4,244+39.5% | $6,713-11.8% |
| Admin fee / account holder | $624 | $6,615-90.6% | $5,678-89.0% | $11,407-94.5% |