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 | $29,554+97.5% | $56,054+4.1% | $77,692-24.9% |
| Participation rate | 11.1% | 32.6%-21.5pp | 52.5%-41.4pp | 70.6%-59.5pp |
| Annual return | 9.82% | 18.89%-9.1pp | 1705.95%-1696.1pp | 31.25%-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% | $1,952-70.3% | $4,648-87.5% |
| Admin fee / account holder | $1,959 | $1,046+87.3% | $2,822-30.6% | $431+355.0% |