Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $22,810 | $100,073-77.2% | $85,126-73.2% | $145,877-84.4% |
| Participation rate | 23.8% | 74.1%-50.3pp | 67.5%-43.7pp | 80.3%-56.5pp |
| Annual return | 5.55% | 84.11%-78.6pp | 66.63%-61.1pp | 551.28%-545.7pp |
| Employer contribution / active EE | $0 | $3,236-100.0% | $2,731-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,074 | $5,294-79.7% | $4,523-76.3% | $6,691-83.9% |
| Admin fee / account holder | $4,446 | $7,261-38.8% | $6,160-27.8% | $13,402-66.8% |