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 | $30,455 | $58,258-47.7% | $81,820-62.8% | $80,925-62.4% |
| Participation rate | 59.2% | 63.5%-4.3pp | 72.4%-13.2pp | 67.7%-8.5pp |
| Annual return | 8.52% | 41.76%-33.2pp | 777.93%-769.4pp | 35.65%-27.1pp |
| Employer contribution / active EE | $893 | $2,345-61.9% | $2,915-69.4% | $2,756-67.6% |
| Participant deferral / active EE | $899 | $3,284-72.6% | $4,323-79.2% | $4,299-79.1% |
| Admin fee / account holder | $21,396 | $4,976+329.9% | $7,391+189.5% | $6,940+208.3% |