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 | $22,415 | $57,330-60.9% | $86,656-74.1% | $75,177-70.2% |
| Participation rate | 29.7% | 63.2%-33.5pp | 71.7%-42.0pp | 67.2%-37.5pp |
| Annual return | 10.07% | 2675.40%-2665.3pp | 593.09%-583.0pp | 160.75%-150.7pp |
| Employer contribution / active EE | $331 | $2,316-85.7% | $3,025-89.1% | $2,671-87.6% |
| Participant deferral / active EE | $1,077 | $3,320-67.6% | $4,439-75.7% | $4,126-73.9% |
| Admin fee / account holder | $3,217 | $4,115-21.8% | $5,619-42.7% | $5,651-43.1% |