Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $36,709 | $72,071-49.1% | $68,368-46.3% | $137,256-73.3% |
| Participation rate | 35.7% | 76.2%-40.5pp | 73.8%-38.0pp | 80.0%-44.2pp |
| Annual return | 1.35% | 353.14%-351.8pp | 292.57%-291.2pp | 220.34%-219.0pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,147 | $4,410-6.0% | $4,123+0.6% | $6,407-35.3% |
| Admin fee / account holder | $4,258 | $5,336-20.2% | $5,150-17.3% | $12,270-65.3% |