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 | $26,181 | $55,437-52.8% | $155,534-83.2% | $74,459-64.8% |
| Participation rate | 34.7% | 61.9%-27.2pp | 78.2%-43.5pp | 67.2%-32.5pp |
| Annual return | 10.76% | 269.58%-258.8pp | 64.92%-54.2pp | 1369.70%-1358.9pp |
| Employer contribution / active EE | $653 | $2,266-71.2% | $4,675-86.0% | $2,626-75.1% |
| Participant deferral / active EE | $1,752 | $2,837-38.2% | $5,630-68.9% | $4,350-59.7% |
| Admin fee / account holder | $2,863 | $1,742+64.3% | $15,900-82.0% | $1,945+47.2% |