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 | $26,684 | $58,275-54.2% | $81,844-67.4% | $80,935-67.0% |
| Participation rate | 19.2% | 63.5%-44.2pp | 72.4%-53.2pp | 67.7%-48.4pp |
| Annual return | 4.39% | 41.82%-37.4pp | 778.87%-774.5pp | 35.66%-31.3pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $932 | $3,285-71.6% | $4,323-78.4% | $4,299-78.3% |
| Admin fee / account holder | $1,270 | $4,749-73.3% | $7,355-82.7% | $6,924-81.7% |