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 | $44,102 | $110,410-60.1% | $102,437-56.9% | $145,897-69.8% |
| Participation rate | 45.8% | 77.9%-32.1pp | 74.5%-28.7pp | 80.3%-34.5pp |
| Annual return | 7.46% | 24.85%-17.4pp | 24.95%-17.5pp | 552.29%-544.8pp |
| Employer contribution / active EE | $0 | $4,217-100.0% | $3,871-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,433 | $5,622-21.1% | $5,060-12.4% | $6,689-33.7% |
| Admin fee / account holder | $3,406 | $9,745-65.0% | $8,388-59.4% | $13,390-74.6% |