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 | $17,065 | $77,908-78.1% | $149,696-88.6% | $75,173-77.3% |
| Participation rate | 25.0% | 65.6%-40.6pp | 78.8%-53.8pp | 67.2%-42.2pp |
| Annual return | 7.97% | 31.73%-23.8pp | 134.46%-126.5pp | 160.72%-152.8pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,477 | $3,411-56.7% | $5,682-74.0% | $4,126-64.2% |
| Admin fee / account holder | $2,131 | $5,950-64.2% | $13,212-83.9% | $5,651-62.3% |