Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $9,850 | $72,071-86.3% | $68,368-85.6% | $137,256-92.8% |
| Participation rate | 63.6% | 76.2%-12.6pp | 73.8%-10.1pp | 80.0%-16.3pp |
| Annual return | 8.72% | 353.14%-344.4pp | 292.57%-283.9pp | 220.34%-211.6pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,433 | $4,410-44.8% | $4,123-41.0% | $6,407-62.0% |
| Admin fee / account holder | $1,575 | $5,336-70.5% | $5,150-69.4% | $12,270-87.2% |