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 | $11,931 | $29,507-59.6% | $56,025-78.7% | $77,762-84.7% |
| Participation rate | 12.8% | 32.7%-19.9pp | 52.5%-39.7pp | 70.6%-57.8pp |
| Annual return | 76.99% | 18.90%+58.1pp | 1712.69%-1635.7pp | 31.27%+45.7pp |
| Employer contribution / active EE | $534 | $570-6.3% | $1,042-48.7% | $2,728-80.4% |
| Participant deferral / active EE | $756 | $1,062-28.8% | $1,955-61.3% | $4,651-83.7% |
| Admin fee / account holder | $2,433 | $1,041+133.8% | $2,828-14.0% | $433+462.1% |