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 | $46,751 | $150,207-68.9% | $120,380-61.2% | $145,978-68.0% |
| Participation rate | 43.5% | 78.8%-35.3pp | 71.9%-28.4pp | 80.3%-36.8pp |
| Annual return | 7.74% | 154.28%-146.5pp | 107.28%-99.5pp | 550.52%-542.8pp |
| Employer contribution / active EE | $1,354 | $4,351-68.9% | $3,465-60.9% | $4,662-71.0% |
| Participant deferral / active EE | $1,796 | $6,175-70.9% | $4,992-64.0% | $6,690-73.2% |
| Admin fee / account holder | $1,573 | $12,203-87.1% | $9,421-83.3% | $13,400-88.3% |