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 | $62,279 | $63,346-1.7% | $92,240-32.5% | $70,126-11.2% |
| Participation rate | 61.0% | 68.7%-7.7pp | 76.5%-15.5pp | 69.5%-8.5pp |
| Annual return | 12.25% | 530.19%-517.9pp | 176.29%-164.0pp | 73.15%-60.9pp |
| Employer contribution / active EE | $1,047 | $2,471-57.6% | $3,680-71.5% | $2,343-55.3% |
| Participant deferral / active EE | $2,505 | $2,854-12.2% | $3,897-35.7% | $3,332-24.8% |
| Admin fee / account holder | $861 | $3,841-77.6% | $5,194-83.4% | $4,645-81.5% |