Sign up free to preview peer percentile detail
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,352 | $69,774-69.4% | $67,575-68.4% | $74,459-71.3% |
| Participation rate | 45.0% | 71.4%-26.3pp | 72.9%-27.9pp | 67.2%-22.2pp |
| Annual return | 18.84% | -40.53%+59.4pp | 3528.98%-3510.1pp | 1369.70%-1350.9pp |
| Employer contribution / active EE | $954 | $2,710-64.8% | $2,736-65.1% | $2,626-63.7% |
| Participant deferral / active EE | $1,722 | $3,636-52.6% | $4,003-57.0% | $4,350-60.4% |
| Admin fee / account holder | $1,395 | $890+56.8% | $3,993-65.1% | $1,945-28.3% |