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 | $6,167 | $28,624-78.5% | $53,647-88.5% | $82,637-92.5% |
| Participation rate | 28.9% | 47.3%-18.3pp | 56.3%-27.3pp | 68.1%-39.1pp |
| Annual return | 12.49% | 664.98%-652.5pp | 358.33%-345.8pp | 53.51%-41.0pp |
| Employer contribution / active EE | $446 | $637-30.0% | $962-53.7% | $2,552-82.5% |
| Participant deferral / active EE | $446 | $1,196-62.7% | $1,813-75.4% | $4,126-89.2% |
| Admin fee / account holder | $343 | $2,022-83.0% | $2,460-86.0% | $7,339-95.3% |