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 | $4,454 | $29,319-84.8% | $52,425-91.5% | $82,448-94.6% |
| Participation rate | 51.1% | 46.9%+4.3pp | 55.6%-4.5pp | 68.1%-17.0pp |
| Annual return | 26.49% | 535.20%-508.7pp | 302.12%-275.6pp | 41.64%-15.1pp |
| Employer contribution / active EE | $590 | $586+0.6% | $914-35.5% | $2,551-76.9% |
| Participant deferral / active EE | $632 | $1,171-46.0% | $1,790-64.7% | $4,139-84.7% |
| Admin fee / account holder | $625 | $1,962-68.1% | $2,495-74.9% | $7,234-91.4% |