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 | $16,977 | $70,366-75.9% | $66,674-74.5% | $138,895-87.8% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.7%-23.7pp | 79.9%-29.9pp |
| Annual return | 7.02% | 386.41%-379.4pp | 321.24%-314.2pp | 145.39%-138.4pp |
| Employer contribution / active EE | $580 | $2,765-79.0% | $2,620-77.9% | $4,194-86.2% |
| Participant deferral / active EE | $580 | $4,374-86.7% | $4,084-85.8% | $6,396-90.9% |
| Admin fee / account holder | $408 | $5,262-92.2% | $5,098-92.0% | $12,562-96.7% |