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 | $4,612 | $29,736-84.5% | $56,033-91.8% | $80,935-94.3% |
| Participation rate | 8.8% | 41.7%-32.9pp | 52.5%-43.7pp | 67.7%-58.9pp |
| Annual return | 2.15% | 35.28%-33.1pp | 1711.38%-1709.2pp | 35.66%-33.5pp |
| Employer contribution / active EE | $0 | $671-100.0% | $1,041-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $293 | $1,228-76.1% | $1,954-85.0% | $4,299-93.2% |
| Admin fee / account holder | $675 | $2,434-72.3% | $2,827-76.1% | $6,924-90.2% |