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 | $14,599 | $67,823-78.5% | $52,425-72.2% | $137,256-89.4% |
| Participation rate | 42.9% | 63.9%-21.1pp | 55.6%-12.8pp | 80.0%-37.1pp |
| Annual return | 69.22% | 219.11%-149.9pp | 302.12%-232.9pp | 220.34%-151.1pp |
| Employer contribution / active EE | $1,336 | $1,163+14.8% | $914+46.1% | $4,156-67.9% |
| Participant deferral / active EE | $1,412 | $2,288-38.3% | $1,790-21.1% | $6,407-78.0% |
| Admin fee / account holder | $1,297 | $2,844-54.4% | $2,495-48.0% | $12,270-89.4% |