Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $10,165 | $114,119-91.1% | $107,187-90.5% | $138,895-92.7% |
| Participation rate | 59.1% | 78.1%-19.0pp | 75.0%-15.9pp | 79.9%-20.8pp |
| Annual return | 2.93% | 273.21%-270.3pp | 204.55%-201.6pp | 145.39%-142.5pp |
| Employer contribution / active EE | $1,506 | $4,059-62.9% | $3,782-60.2% | $4,194-64.1% |
| Participant deferral / active EE | $2,533 | $5,538-54.3% | $5,096-50.3% | $6,396-60.4% |
| Admin fee / account holder | $797 | $10,024-92.0% | $9,162-91.3% | $12,562-93.7% |