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 | $3,498 | $24,618-85.8% | $71,585-95.1% | $82,637-95.8% |
| Participation rate | 63.6% | 68.2%-4.6pp | 68.2%-4.5pp | 68.1%-4.4pp |
| Annual return | 12.57% | 93.17%-80.6pp | 59.26%-46.7pp | 53.51%-40.9pp |
| Employer contribution / active EE | $570 | $852-33.1% | $1,669-65.8% | $2,552-77.7% |
| Participant deferral / active EE | $768 | $1,720-55.4% | $2,923-73.7% | $4,126-81.4% |
| Admin fee / account holder | $791 | $3,285-75.9% | $4,712-83.2% | $7,339-89.2% |