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 | $54,134 | $110,093-50.8% | $97,295-44.4% | $145,897-62.9% |
| Participation rate | 53.3% | 75.9%-22.6pp | 72.7%-19.3pp | 80.3%-27.0pp |
| Annual return | 6.08% | 244.76%-238.7pp | 75.62%-69.5pp | 552.29%-546.2pp |
| Employer contribution / active EE | $983 | $3,077-68.1% | $2,723-63.9% | $4,663-78.9% |
| Participant deferral / active EE | $1,319 | $4,678-71.8% | $4,264-69.1% | $6,689-80.3% |
| Admin fee / account holder | $9,894 | $6,212+59.3% | $5,646+75.2% | $13,390-26.1% |