Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $37,119 | $99,053-62.5% | $88,179-57.9% | $138,895-73.3% |
| Participation rate | 35.7% | 74.2%-38.5pp | 69.1%-33.4pp | 79.9%-44.2pp |
| Annual return | 10.04% | 78.17%-68.1pp | 64.97%-54.9pp | 145.39%-135.4pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $2,549-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,437 | $5,225-53.4% | $4,614-47.2% | $6,396-61.9% |
| Admin fee / account holder | $14,818 | $8,748+69.4% | $7,673+93.1% | $12,562+18.0% |