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 | $40,490 | $63,346-36.1% | $92,240-56.1% | $70,126-42.3% |
| Participation rate | 45.6% | 68.7%-23.1pp | 76.5%-30.9pp | 69.5%-23.9pp |
| Annual return | 11.79% | 530.19%-518.4pp | 176.29%-164.5pp | 73.15%-61.4pp |
| Employer contribution / active EE | $1,587 | $2,471-35.8% | $3,680-56.9% | $2,343-32.3% |
| Participant deferral / active EE | $1,827 | $2,854-36.0% | $3,897-53.1% | $3,332-45.2% |
| Admin fee / account holder | $1,119 | $3,841-70.9% | $5,194-78.4% | $4,645-75.9% |