Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $22,257 | $58,311-61.8% | $81,882-72.8% | $80,959-72.5% |
| Participation rate | 57.8% | 63.5%-5.7pp | 72.4%-14.6pp | 67.7%-9.8pp |
| Annual return | 7.28% | 41.85%-34.6pp | 779.47%-772.2pp | 35.67%-28.4pp |
| Employer contribution / active EE | $447 | $2,347-80.9% | $2,916-84.7% | $2,757-83.8% |
| Participant deferral / active EE | $1,066 | $3,287-67.6% | $4,323-75.4% | $4,300-75.2% |
| Admin fee / account holder | $882 | $4,752-81.4% | $7,360-88.0% | $6,925-87.3% |