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 | $19,314 | $49,164-60.7% | $121,169-84.1% | $75,181-74.3% |
| Participation rate | 24.4% | 55.4%-31.0pp | 69.5%-45.1pp | 67.2%-42.8pp |
| Annual return | 23.50% | 56.03%-32.5pp | 986.71%-963.2pp | 160.69%-137.2pp |
| Employer contribution / active EE | $676 | $1,546-56.3% | $4,168-83.8% | $2,671-74.7% |
| Participant deferral / active EE | $963 | $2,628-63.4% | $4,083-76.4% | $4,126-76.7% |
| Admin fee / account holder | $2,174 | $3,942-44.9% | $5,645-61.5% | $5,650-61.5% |