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 | $58,368 | $29,546+97.6% | $56,441+3.4% | $77,671-24.9% |
| Participation rate | 11.1% | 32.7%-21.6pp | 52.5%-41.4pp | 70.6%-59.5pp |
| Annual return | 9.82% | 19.01%-9.2pp | 1704.21%-1694.4pp | 31.21%-21.4pp |
| Employer contribution / active EE | $0 | $568-100.0% | $1,039-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $581 | $1,061-45.3% | $1,953-70.3% | $4,648-87.5% |
| Admin fee / account holder | $1,959 | $1,046+87.2% | $2,829-30.8% | $430+355.1% |