Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $19,932 | $49,881-60.0% | $80,589-75.3% | $75,173-73.5% |
| Participation rate | 40.0% | 55.3%-15.3pp | 67.0%-27.0pp | 67.2%-27.2pp |
| Annual return | 12.93% | 34.68%-21.7pp | 935.83%-922.9pp | 160.65%-147.7pp |
| Employer contribution / active EE | $900 | $1,698-47.0% | $2,724-67.0% | $2,670-66.3% |
| Participant deferral / active EE | $1,934 | $2,991-35.3% | $4,449-56.5% | $4,126-53.1% |
| Admin fee / account holder | $302 | $3,577-91.6% | $5,379-94.4% | $5,651-94.7% |