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 | $6,328 | $51,638-87.7% | $68,368-90.7% | $82,448-92.3% |
| Participation rate | 32.4% | 63.6%-31.2pp | 73.8%-41.3pp | 68.1%-35.6pp |
| Annual return | 24.44% | 37.53%-13.1pp | 292.57%-268.1pp | 41.64%-17.2pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $928 | $2,914-68.1% | $4,123-77.5% | $4,139-77.6% |
| Admin fee / account holder | $1,933 | $4,643-58.4% | $5,150-62.5% | $7,234-73.3% |