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 | $10,130 | $30,437-66.7% | $56,033-81.9% | $74,459-86.4% |
| Participation rate | 30.4% | 32.9%-2.5pp | 52.5%-22.1pp | 67.2%-36.9pp |
| Annual return | 9.59% | 24.96%-15.4pp | 1711.38%-1701.8pp | 1369.70%-1360.1pp |
| Employer contribution / active EE | $506 | $610-17.0% | $1,041-51.4% | $2,626-80.7% |
| Participant deferral / active EE | $855 | $1,176-27.3% | $1,954-56.2% | $4,350-80.3% |
| Admin fee / account holder | $1,064 | $2,363-55.0% | $2,827-62.4% | $1,945-45.3% |