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 | $20,758 | $57,305-63.8% | $86,640-76.0% | $75,173-72.4% |
| Participation rate | 51.4% | 63.2%-11.9pp | 71.7%-20.4pp | 67.2%-15.9pp |
| Annual return | 11.27% | 2674.24%-2663.0pp | 592.52%-581.2pp | 160.72%-149.4pp |
| Employer contribution / active EE | $996 | $2,316-57.0% | $3,024-67.1% | $2,671-62.7% |
| Participant deferral / active EE | $1,888 | $3,320-43.1% | $4,438-57.5% | $4,126-54.2% |
| Admin fee / account holder | $1,050 | $4,116-74.5% | $5,616-81.3% | $5,651-81.4% |