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 | $83,210 | $110,801-24.9% | $86,615-3.9% | $167,536-50.3% |
| Participation rate | 25.0% | 75.8%-50.8pp | 71.6%-46.6pp | 82.1%-57.1pp |
| Annual return | 6.23% | 116.96%-110.7pp | 63.51%-57.3pp | 478.82%-472.6pp |
| Employer contribution / active EE | $841 | $3,245-74.1% | $2,496-66.3% | $4,839-82.6% |
| Participant deferral / active EE | $3,700 | $4,547-18.6% | $3,6990% | $6,342-41.7% |
| Admin fee / account holder | $335 | $8,417-96.0% | $5,830-94.3% | $12,315-97.3% |