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 | $6,629 | $30,437-78.2% | $56,033-88.2% | $74,459-91.1% |
| Participation rate | 11.1% | 32.9%-21.8pp | 52.5%-41.4pp | 67.2%-56.1pp |
| Annual return | 10.07% | 24.96%-14.9pp | 1711.38%-1701.3pp | 1369.70%-1359.6pp |
| Employer contribution / active EE | $0 | $610-100.0% | $1,041-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $659 | $1,176-44.0% | $1,954-66.3% | $4,350-84.9% |
| Admin fee / account holder | $1,436 | $2,363-39.2% | $2,827-49.2% | $1,945-26.2% |