Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $46,361 | $55,446-16.4% | $155,574-70.2% | $74,429-37.7% |
| Participation rate | 46.4% | 61.9%-15.5pp | 78.2%-31.8pp | 67.2%-20.9pp |
| Annual return | 9.26% | 269.20%-259.9pp | 64.87%-55.6pp | 1368.38%-1359.1pp |
| Employer contribution / active EE | $708 | $2,266-68.8% | $4,676-84.9% | $2,625-73.0% |
| Participant deferral / active EE | $1,643 | $2,836-42.1% | $5,629-70.8% | $4,348-62.2% |
| Admin fee / account holder | $2,937 | $1,743+68.5% | $15,914-81.5% | $1,944+51.0% |