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 | $2,662 | $51,638-94.8% | $68,368-96.1% | $82,448-96.8% |
| Participation rate | 61.7% | 63.6%-1.9pp | 73.8%-12.1pp | 68.1%-6.4pp |
| Annual return | 29.24% | 37.53%-8.3pp | 292.57%-263.3pp | 41.64%-12.4pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,296 | $2,914-55.5% | $4,123-68.6% | $4,139-68.7% |
| Admin fee / account holder | $576 | $4,643-87.6% | $5,150-88.8% | $7,234-92.0% |