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 | $23,926 | $24,811-3.6% | $69,701-65.7% | $74,546-67.9% |
| Participation rate | 45.7% | 63.5%-17.8pp | 66.4%-20.7pp | 67.2%-21.5pp |
| Annual return | 10.10% | 18.53%-8.4pp | 100.32%-90.2pp | 1366.03%-1355.9pp |
| Employer contribution / active EE | $421 | $1,003-58.0% | $1,713-75.4% | $2,624-84.0% |
| Participant deferral / active EE | $1,329 | $1,904-30.2% | $2,887-54.0% | $4,347-69.4% |
| Admin fee / account holder | $836 | $1,898-55.9% | $4,717-82.3% | $1,944-57.0% |