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 | $31,723 | $29,716+6.8% | $56,077-43.4% | $80,925-60.8% |
| Participation rate | 52.9% | 41.7%+11.2pp | 52.5%+0.4pp | 67.7%-14.7pp |
| Annual return | 8.96% | 35.30%-26.3pp | 1709.28%-1700.3pp | 35.65%-26.7pp |
| Employer contribution / active EE | $0 | $671-100.0% | $1,040-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,361 | $1,228+92.2% | $1,954+20.8% | $4,299-45.1% |
| Admin fee / account holder | $1,948 | $2,432-19.9% | $2,825-31.1% | $6,940-71.9% |