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 | $20,807 | $172,111-87.9% | $150,298-86.2% | $137,256-84.8% |
| Participation rate | 66.7% | 81.7%-15.0pp | 77.8%-11.1pp | 80.0%-13.3pp |
| Annual return | 28.67% | 69.37%-40.7pp | 62.79%-34.1pp | 220.34%-191.7pp |
| Employer contribution / active EE | $1,542 | $4,636-66.7% | $4,154-62.9% | $4,156-62.9% |
| Participant deferral / active EE | $4,537 | $6,166-26.4% | $5,453-16.8% | $6,407-29.2% |
| Admin fee / account holder | $931 | $16,471-94.3% | $14,116-93.4% | $12,270-92.4% |