Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $55,595 | $111,535-50.2% | $105,223-47.2% | $137,256-59.5% |
| Participation rate | 38.5% | 78.1%-39.6pp | 75.0%-36.6pp | 80.0%-41.5pp |
| Annual return | 5.72% | 237.85%-232.1pp | 180.65%-174.9pp | 220.34%-214.6pp |
| Employer contribution / active EE | $1,450 | $3,939-63.2% | $3,689-60.7% | $4,156-65.1% |
| Participant deferral / active EE | $2,789 | $5,500-49.3% | $5,072-45.0% | $6,407-56.5% |
| Admin fee / account holder | $839 | $9,721-91.4% | $8,859-90.5% | $12,270-93.2% |