Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $37,877 | $30,385+24.7% | $56,054-32.4% | $74,400-49.1% |
| Participation rate | 19.8% | 32.9%-13.1pp | 52.5%-32.6pp | 67.2%-47.4pp |
| Annual return | 9.22% | 24.92%-15.7pp | 1705.95%-1696.7pp | 1367.51%-1358.3pp |
| Employer contribution / active EE | $772 | $609+26.8% | $1,039-25.7% | $2,624-70.6% |
| Participant deferral / active EE | $3,240 | $1,174+176.1% | $1,952+66.0% | $4,348-25.5% |
| Admin fee / account holder | $5,513 | $2,361+133.5% | $2,822+95.3% | $1,944+183.7% |