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 | $17,550 | $29,716-40.9% | $56,077-68.7% | $80,925-78.3% |
| Participation rate | 37.5% | 41.7%-4.2pp | 52.5%-15.0pp | 67.7%-30.2pp |
| Annual return | 17.89% | 35.30%-17.4pp | 1709.28%-1691.4pp | 35.65%-17.8pp |
| Employer contribution / active EE | $1,279 | $671+90.7% | $1,040+23.0% | $2,756-53.6% |
| Participant deferral / active EE | $3,026 | $1,228+146.3% | $1,954+54.8% | $4,299-29.6% |
| Admin fee / account holder | $830 | $2,432-65.9% | $2,825-70.6% | $6,940-88.0% |