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 | $19,145 | $99,009-80.7% | $86,581-77.9% | $147,585-87.0% |
| Participation rate | 68.4% | 76.3%-7.9pp | 73.5%-5.1pp | 82.8%-14.4pp |
| Annual return | 7.20% | 1312.70%-1305.5pp | 965.06%-957.9pp | 578.58%-571.4pp |
| Employer contribution / active EE | $191 | $3,132-93.9% | $2,840-93.3% | $4,876-96.1% |
| Participant deferral / active EE | $1,648 | $3,972-58.5% | $3,609-54.3% | $5,439-69.7% |
| Admin fee / account holder | $2,499 | $5,709-56.2% | $4,904-49.0% | $10,886-77.0% |