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 | $145,566 | $60,442+140.8% | $96,754+50.5% | $87,485+66.4% |
| Participation rate | 16.2% | 58.7%-42.5pp | 70.3%-54.1pp | 68.9%-52.7pp |
| Annual return | 11.41% | 21.97%-10.6pp | 82.04%-70.6pp | 26.06%-14.7pp |
| Employer contribution / active EE | $0 | $1,691-100.0% | $2,679-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,868 | $3,280-43.1% | $4,758-60.7% | $4,274-56.3% |
| Admin fee / account holder | $1,943 | $5,069-61.7% | $8,905-78.2% | $7,775-75.0% |