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 | $16,146 | $29,319-44.9% | $52,425-69.2% | $82,448-80.4% |
| Participation rate | 51.4% | 46.9%+4.5pp | 55.6%-4.3pp | 68.1%-16.7pp |
| Annual return | 20.94% | 535.20%-514.3pp | 302.12%-281.2pp | 41.64%-20.7pp |
| Employer contribution / active EE | $679 | $586+15.8% | $914-25.7% | $2,551-73.4% |
| Participant deferral / active EE | $1,426 | $1,171+21.7% | $1,790-20.4% | $4,139-65.6% |
| Admin fee / account holder | $403 | $1,962-79.5% | $2,495-83.8% | $7,234-94.4% |