Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $14,376 | $24,891-42.2% | $69,460-79.3% | $74,400-80.7% |
| Participation rate | 27.5% | 63.4%-36.0pp | 66.4%-39.0pp | 67.2%-39.7pp |
| Annual return | 8.69% | 18.53%-9.8pp | 100.80%-92.1pp | 1367.51%-1358.8pp |
| Employer contribution / active EE | $0 | $1,005-100.0% | $1,714-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $1,255 | $1,908-34.2% | $2,890-56.6% | $4,348-71.1% |
| Admin fee / account holder | $1,897 | $1,904-0.4% | $4,695-59.6% | $1,944-2.4% |