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 | $44,529 | $102,385-56.5% | $147,080-69.7% | $80,935-45.0% |
| Participation rate | 44.3% | 75.9%-31.6pp | 82.2%-37.9pp | 67.7%-23.3pp |
| Annual return | 11.74% | 135.09%-123.3pp | 420.17%-408.4pp | 35.66%-23.9pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,933-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $6,607 | $6,651-0.7% | $8,066-18.1% | $4,299+53.7% |
| Admin fee / account holder | $3,348 | $7,951-57.9% | $12,989-74.2% | $6,924-51.7% |