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 | $44,068 | $26,114+68.8% | $58,544-24.7% | $74,440-40.8% |
| Participation rate | 11.1% | 32.1%-21.0pp | 50.9%-39.8pp | 70.7%-59.7pp |
| Annual return | 11.32% | 32.51%-21.2pp | 4249.56%-4238.2pp | 34.37%-23.0pp |
| Employer contribution / active EE | $233 | $536-56.5% | $1,053-77.9% | $2,638-91.2% |
| Participant deferral / active EE | $373 | $1,075-65.3% | $1,923-80.6% | $4,529-91.8% |
| Admin fee / account holder | $1,488 | $649+129.2% | $2,520-41.0% | $348+327.7% |