Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $37,586 | $72,446-48.1% | $67,561-44.4% | $145,877-74.2% |
| Participation rate | 31.3% | 76.9%-45.6pp | 72.9%-41.7pp | 80.3%-49.1pp |
| Annual return | 5.34% | 7211.98%-7206.6pp | 3525.44%-3520.1pp | 551.28%-545.9pp |
| Employer contribution / active EE | $447 | $3,072-85.4% | $2,735-83.6% | $4,663-90.4% |
| Participant deferral / active EE | $4,187 | $4,785-12.5% | $4,003+4.6% | $6,691-37.4% |
| Admin fee / account holder | $7,259 | $5,541+31.0% | $4,006+81.2% | $13,402-45.8% |