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 | $23,151 | $162,529-85.8% | $130,788-82.3% | $154,746-85.0% |
| Participation rate | 17.6% | 75.9%-58.2pp | 70.1%-52.5pp | 80.7%-63.1pp |
| Annual return | 7.29% | 510.48%-503.2pp | 386.44%-379.2pp | 172.34%-165.1pp |
| Employer contribution / active EE | $680 | $4,447-84.7% | $3,558-80.9% | $4,379-84.5% |
| Participant deferral / active EE | $734 | $4,808-84.7% | $4,137-82.2% | $6,730-89.1% |
| Admin fee / account holder | $24,304 | $7,669+216.9% | $6,673+264.2% | $14,365+69.2% |