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 | $31,209 | $55,437-43.7% | $155,534-79.9% | $74,459-58.1% |
| Participation rate | 19.2% | 61.9%-42.7pp | 78.2%-59.0pp | 67.2%-48.0pp |
| Annual return | 10.91% | 269.58%-258.7pp | 64.92%-54.0pp | 1369.70%-1358.8pp |
| Employer contribution / active EE | $594 | $2,266-73.8% | $4,675-87.3% | $2,626-77.4% |
| Participant deferral / active EE | $1,163 | $2,837-59.0% | $5,630-79.3% | $4,350-73.3% |
| Admin fee / account holder | $3,191 | $1,742+83.1% | $15,900-79.9% | $1,945+64.1% |