Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $2,255 | $29,051-92.2% | $52,425-95.7% | $67,986-96.7% |
| Participation rate | 16.7% | 30.4%-13.8pp | 55.6%-39.0pp | 57.2%-40.5pp |
| Annual return | 2.63% | 24.00%-21.4pp | 302.12%-299.5pp | 31.67%-29.0pp |
| Employer contribution / active EE | $0 | $412-100.0% | $914-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $257 | $873-70.6% | $1,790-85.7% | $3,358-92.3% |
| Admin fee / account holder | $725 | $2,113-65.7% | $2,495-70.9% | $3,203-77.4% |