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 | $40,963 | $100,060-59.1% | $149,721-72.6% | $70,126-41.6% |
| Participation rate | 51.5% | 83.6%-32.1pp | 87.1%-35.6pp | 69.5%-18.0pp |
| Annual return | 9.96% | 27.46%-17.5pp | 1501.67%-1491.7pp | 73.15%-63.2pp |
| Employer contribution / active EE | $0 | $3,661-100.0% | $5,444-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,505 | $4,982-49.7% | $6,568-61.9% | $3,332-24.8% |
| Admin fee / account holder | $1,456 | $8,285-82.4% | $11,282-87.1% | $4,645-68.7% |