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 | $112,108 | $29,716+277.3% | $56,077+99.9% | $80,925+38.5% |
| Participation rate | 53.9% | 41.7%+12.2pp | 52.5%+1.4pp | 67.7%-13.7pp |
| Annual return | 7.51% | 35.30%-27.8pp | 1709.28%-1701.8pp | 35.65%-28.1pp |
| Employer contribution / active EE | $279 | $671-58.4% | $1,040-73.2% | $2,756-89.9% |
| Participant deferral / active EE | $4,183 | $1,228+240.5% | $1,954+114.1% | $4,299-2.7% |
| Admin fee / account holder | $19,879 | $2,432+717.4% | $2,825+603.7% | $6,940+186.4% |