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 | $13,565 | $96,643-86.0% | $86,617-84.3% | $139,456-90.3% |
| Participation rate | 58.3% | 74.4%-16.1pp | 71.7%-13.4pp | 80.3%-22.0pp |
| Annual return | 9.12% | 106.57%-97.5pp | 591.91%-582.8pp | 373.45%-364.3pp |
| Employer contribution / active EE | $0 | $3,264-100.0% | $3,023-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $1,657 | $4,835-65.7% | $4,437-62.7% | $6,711-75.3% |
| Admin fee / account holder | $456 | $6,406-92.9% | $5,613-91.9% | $11,407-96.0% |