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 | $22,483 | $85,171-73.6% | $172,752-87.0% | $72,975-69.2% |
| Participation rate | 61.0% | 70.1%-9.0pp | 82.6%-21.6pp | 69.5%-8.5pp |
| Annual return | 4.16% | 27.32%-23.2pp | 802.97%-798.8pp | 81.01%-76.8pp |
| Employer contribution / active EE | $1,057 | $3,324-68.2% | $5,144-79.4% | $2,440-56.7% |
| Participant deferral / active EE | $962 | $3,260-70.5% | $5,198-81.5% | $3,608-73.3% |
| Admin fee / account holder | $997 | $5,880-83.0% | $13,955-92.9% | $5,124-80.5% |