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 | $7,801 | $27,800-71.9% | $58,507-86.7% | $71,529-89.1% |
| Participation rate | 33.3% | 34.6%-1.3pp | 50.9%-17.5pp | 67.9%-34.6pp |
| Annual return | 38.88% | 26.80%+12.1pp | 4252.32%-4213.4pp | 28.97%+9.9pp |
| Employer contribution / active EE | $935 | $632+48.0% | $1,053-11.2% | $2,590-63.9% |
| Participant deferral / active EE | $1,900 | $1,208+57.2% | $1,922-1.2% | $4,291-55.7% |
| Admin fee / account holder | $1,098 | $1,637-32.9% | $2,486-55.8% | $1,588-30.9% |