Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $25,457 | $183,539-86.1% | $155,556-83.6% | $145,897-82.6% |
| Participation rate | 45.0% | 82.7%-37.7pp | 78.2%-33.2pp | 80.3%-35.3pp |
| Annual return | 8.19% | 61.31%-53.1pp | 64.84%-56.6pp | 552.29%-544.1pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,267 | $6,467-65.0% | $5,631-59.7% | $6,689-66.1% |
| Admin fee / account holder | $2,967 | $19,275-84.6% | $15,885-81.3% | $13,390-77.8% |