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 | $168,618 | $29,716+467.4% | $56,077+200.7% | $80,925+108.4% |
| Participation rate | 24.4% | 41.7%-17.3pp | 52.5%-28.1pp | 67.7%-43.2pp |
| Annual return | 9.31% | 35.30%-26.0pp | 1709.28%-1700.0pp | 35.65%-26.3pp |
| Employer contribution / active EE | $868 | $671+29.4% | $1,040-16.5% | $2,756-68.5% |
| Participant deferral / active EE | $2,722 | $1,228+121.6% | $1,954+39.3% | $4,299-36.7% |
| Admin fee / account holder | $950 | $2,432-60.9% | $2,825-66.4% | $6,940-86.3% |