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 | $55,502 | $107,341-48.3% | $92,897-40.3% | $152,870-63.7% |
| Participation rate | 58.3% | 79.8%-21.5pp | 76.0%-17.7pp | 82.4%-24.1pp |
| Annual return | 9.28% | 145.59%-136.3pp | 109.42%-100.1pp | 345.34%-336.1pp |
| Employer contribution / active EE | $1,340 | $4,221-68.3% | $3,653-63.3% | $4,763-71.9% |
| Participant deferral / active EE | $5,341 | $4,847+10.2% | $4,238+26.0% | $5,850-8.7% |
| Admin fee / account holder | $384 | $7,080-94.6% | $5,794-93.4% | $11,597-96.7% |