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 | $16,859 | $111,787-84.9% | $93,681-82.0% | $145,978-88.5% |
| Participation rate | 55.6% | 74.2%-18.7pp | 68.7%-13.2pp | 80.3%-24.7pp |
| Annual return | 11.78% | 203.52%-191.7pp | 133.47%-121.7pp | 550.52%-538.7pp |
| Employer contribution / active EE | $1,024 | $3,093-66.9% | $2,422-57.7% | $4,662-78.0% |
| Participant deferral / active EE | $2,300 | $4,918-53.2% | $4,415-47.9% | $6,690-65.6% |
| Admin fee / account holder | $2,577 | $10,256-74.9% | $8,290-68.9% | $13,400-80.8% |