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 | $33,965 | $111,787-69.6% | $93,681-63.7% | $145,978-76.7% |
| Participation rate | 36.4% | 74.2%-37.9pp | 68.7%-32.4pp | 80.3%-43.9pp |
| Annual return | 4.33% | 203.52%-199.2pp | 133.47%-129.1pp | 550.52%-546.2pp |
| Employer contribution / active EE | $0 | $3,093-100.0% | $2,422-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,004 | $4,918-59.3% | $4,415-54.6% | $6,690-70.0% |
| Admin fee / account holder | $3,550 | $10,256-65.4% | $8,290-57.2% | $13,400-73.5% |