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 | $104,514 | $58,241+79.4% | $81,780+27.8% | $80,911+29.2% |
| Participation rate | 50.0% | 63.4%-13.4pp | 72.4%-22.4pp | 67.6%-17.6pp |
| Annual return | 10.71% | 41.73%-31.0pp | 776.27%-765.6pp | 35.63%-24.9pp |
| Employer contribution / active EE | $888 | $2,343-62.1% | $2,914-69.5% | $2,756-67.8% |
| Participant deferral / active EE | $3,174 | $3,283-3.3% | $4,321-26.5% | $4,297-26.1% |
| Admin fee / account holder | $6,614 | $4,973+33.0% | $7,384-10.4% | $6,935-4.6% |