Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $46,773 | $58,311-19.8% | $81,882-42.9% | $80,959-42.2% |
| Participation rate | 20.0% | 63.5%-43.5pp | 72.4%-52.4pp | 67.7%-47.7pp |
| Annual return | 4.47% | 41.85%-37.4pp | 779.47%-775.0pp | 35.67%-31.2pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,569 | $3,287+8.6% | $4,323-17.5% | $4,300-17.0% |
| Admin fee / account holder | $3,336 | $4,752-29.8% | $7,360-54.7% | $6,925-51.8% |