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 | $2,434 | $29,319-91.7% | $52,425-95.4% | $82,448-97.0% |
| Participation rate | 59.3% | 46.9%+12.4pp | 55.6%+3.6pp | 68.1%-8.8pp |
| Annual return | 26.96% | 535.20%-508.2pp | 302.12%-275.2pp | 41.64%-14.7pp |
| Employer contribution / active EE | $339 | $586-42.2% | $914-62.9% | $2,551-86.7% |
| Participant deferral / active EE | $424 | $1,171-63.8% | $1,790-76.3% | $4,139-89.8% |
| Admin fee / account holder | $308 | $1,962-84.3% | $2,495-87.6% | $7,234-95.7% |