Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $58,928 | $102,385-42.4% | $147,080-59.9% | $80,935-27.2% |
| Participation rate | 54.5% | 75.9%-21.3pp | 82.2%-27.6pp | 67.7%-13.1pp |
| Annual return | 11.12% | 135.09%-124.0pp | 420.17%-409.0pp | 35.66%-24.5pp |
| Employer contribution / active EE | $1,210 | $3,717-67.5% | $4,933-75.5% | $2,757-56.1% |
| Participant deferral / active EE | $3,037 | $6,651-54.3% | $8,066-62.4% | $4,299-29.4% |
| Admin fee / account holder | $867 | $7,951-89.1% | $12,989-93.3% | $6,924-87.5% |