Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $23,680 | $55,437-57.3% | $155,534-84.8% | $74,459-68.2% |
| Participation rate | 17.6% | 61.9%-44.3pp | 78.2%-60.6pp | 67.2%-49.6pp |
| Annual return | 6.81% | 269.58%-262.8pp | 64.92%-58.1pp | 1369.70%-1362.9pp |
| Employer contribution / active EE | $0 | $2,266-100.0% | $4,675-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,275 | $2,837-55.1% | $5,630-77.3% | $4,350-70.7% |
| Admin fee / account holder | $1,849 | $1,742+6.1% | $15,900-88.4% | $1,945-4.9% |