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 | $23,378 | $29,319-20.3% | $52,425-55.4% | $82,448-71.6% |
| Participation rate | 12.5% | 46.9%-34.4pp | 55.6%-43.1pp | 68.1%-55.6pp |
| Annual return | 20.43% | 535.20%-514.8pp | 302.12%-281.7pp | 41.64%-21.2pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,033 | $1,171-11.8% | $1,790-42.3% | $4,139-75.0% |
| Admin fee / account holder | $645 | $1,962-67.1% | $2,495-74.1% | $7,234-91.1% |