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 | $26,483 | $169,336-84.4% | $129,384-79.5% | $145,884-81.8% |
| Participation rate | 25.0% | 76.5%-51.5pp | 69.6%-44.6pp | 80.3%-55.3pp |
| Annual return | 7.11% | 14408.70%-14401.6pp | 9461.77%-9454.7pp | 551.85%-544.7pp |
| Employer contribution / active EE | $0 | $5,540-100.0% | $4,153-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,325 | $4,985-73.4% | $4,166-68.2% | $6,690-80.2% |
| Admin fee / account holder | $342 | $9,912-96.6% | $7,686-95.6% | $13,392-97.4% |