Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $23,539 | $82,674-71.5% | $125,381-81.2% | $68,486-65.6% |
| Participation rate | 56.8% | 75.1%-18.3pp | 82.4%-25.6pp | 67.9%-11.1pp |
| Annual return | 4.69% | -5.97%+10.7pp | 572.31%-567.6pp | -7.85%+12.5pp |
| Employer contribution / active EE | $2,023 | $3,382-40.2% | $4,815-58.0% | $2,597-22.1% |
| Participant deferral / active EE | $3,958 | $6,111-35.2% | $7,448-46.9% | $4,028-1.7% |
| Admin fee / account holder | $1,712 | $6,277-72.7% | $10,007-82.9% | $5,404-68.3% |