Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $40,139 | $58,258-31.1% | $81,820-50.9% | $80,925-50.4% |
| Participation rate | 29.8% | 63.5%-33.7pp | 72.4%-42.6pp | 67.7%-37.9pp |
| Annual return | 9.23% | 41.76%-32.5pp | 777.93%-768.7pp | 35.65%-26.4pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $2,915-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,208 | $3,284-32.7% | $4,323-48.9% | $4,299-48.6% |
| Admin fee / account holder | $7,063 | $4,976+41.9% | $7,391-4.4% | $6,940+1.8% |