Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $49,115 | $60,442-18.7% | $96,754-49.2% | $87,485-43.9% |
| Participation rate | 15.0% | 58.7%-43.7pp | 70.3%-55.3pp | 68.9%-53.9pp |
| Annual return | 10.84% | 21.97%-11.1pp | 82.04%-71.2pp | 26.06%-15.2pp |
| Employer contribution / active EE | $0 | $1,691-100.0% | $2,679-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $908 | $3,280-72.3% | $4,758-80.9% | $4,274-78.8% |
| Admin fee / account holder | $17,758 | $5,069+250.3% | $8,905+99.4% | $7,775+128.4% |