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 | $29,343 | $27,243+7.7% | $52,425-44.0% | $79,634-63.2% |
| Participation rate | 2.5% | 22.4%-19.9pp | 55.6%-53.1pp | 62.5%-59.9pp |
| Annual return | 1.48% | 63.36%-61.9pp | 302.12%-300.6pp | 36.46%-35.0pp |
| Employer contribution / active EE | $63 | $319-80.3% | $914-93.1% | $2,529-97.5% |
| Participant deferral / active EE | $183 | $636-71.2% | $1,790-89.8% | $3,835-95.2% |
| Admin fee / account holder | $5,104 | $2,105+142.5% | $2,495+104.6% | $1,002+409.4% |