Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $20,586 | $29,736-30.8% | $56,033-63.3% | $80,935-74.6% |
| Participation rate | 41.1% | 41.7%-0.6pp | 52.5%-11.4pp | 67.7%-26.6pp |
| Annual return | 12.06% | 35.28%-23.2pp | 1711.38%-1699.3pp | 35.66%-23.6pp |
| Employer contribution / active EE | $649 | $671-3.3% | $1,041-37.6% | $2,757-76.4% |
| Participant deferral / active EE | $996 | $1,228-18.9% | $1,954-49.0% | $4,299-76.8% |
| Admin fee / account holder | $1,360 | $2,434-44.1% | $2,827-51.9% | $6,924-80.4% |