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 | $35,911 | $40,435-11.2% | $80,648-55.5% | $74,473-51.8% |
| Participation rate | 22.9% | 47.4%-24.5pp | 67.0%-44.2pp | 70.7%-47.9pp |
| Annual return | 10.52% | 165.22%-154.7pp | 937.21%-926.7pp | 34.36%-23.8pp |
| Employer contribution / active EE | $287 | $1,498-80.8% | $2,724-89.5% | $2,638-89.1% |
| Participant deferral / active EE | $1,056 | $2,673-60.5% | $4,443-76.2% | $4,530-76.7% |
| Admin fee / account holder | $3,141 | $721+335.8% | $5,382-41.6% | $347+805.1% |