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 | $43,176 | $96,388-55.2% | $80,627-46.4% | $139,466-69.0% |
| Participation rate | 13.3% | 73.6%-60.3pp | 67.0%-53.7pp | 80.3%-67.0pp |
| Annual return | 9.48% | 1352.08%-1342.6pp | 936.76%-927.3pp | 373.66%-364.2pp |
| Employer contribution / active EE | $1,050 | $3,260-67.8% | $2,723-61.4% | $4,754-77.9% |
| Participant deferral / active EE | $1,437 | $5,224-72.5% | $4,443-67.7% | $6,712-78.6% |
| Admin fee / account holder | $1,299 | $6,603-80.3% | $5,381-75.9% | $11,409-88.6% |