Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $14,381 | $61,125-76.5% | $94,057-84.7% | $87,485-83.6% |
| Participation rate | 57.8% | 64.1%-6.3pp | 73.3%-15.6pp | 68.9%-11.2pp |
| Annual return | 5.92% | 35.20%-29.3pp | 480.62%-474.7pp | 26.06%-20.1pp |
| Employer contribution / active EE | $634 | $2,136-70.3% | $2,933-78.4% | $2,596-75.6% |
| Participant deferral / active EE | $1,920 | $3,260-41.1% | $4,709-59.2% | $4,274-55.1% |
| Admin fee / account holder | $1,432 | $5,629-74.6% | $7,244-80.2% | $7,775-81.6% |