Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $51,538 | $27,936+84.5% | $58,561-12.0% | $75,173-31.4% |
| Participation rate | 19.1% | 38.8%-19.7pp | 50.9%-31.7pp | 67.2%-48.1pp |
| Annual return | 13.54% | 44.21%-30.7pp | 4251.33%-4237.8pp | 160.72%-147.2pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,053-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $978 | $1,202-18.6% | $1,923-49.1% | $4,126-76.3% |
| Admin fee / account holder | $1,743 | $1,727+1.0% | $2,520-30.8% | $5,651-69.1% |