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 | $67,163 | $65,428+2.7% | $169,390-60.3% | $71,511-6.1% |
| Participation rate | 24.2% | 66.9%-42.7pp | 77.2%-53.0pp | 67.9%-43.7pp |
| Annual return | 13.89% | 21.35%-7.5pp | 406.07%-392.2pp | 28.86%-15.0pp |
| Employer contribution / active EE | $798 | $2,064-61.3% | $4,013-80.1% | $2,589-69.2% |
| Participant deferral / active EE | $1,981 | $4,360-54.6% | $6,222-68.2% | $4,291-53.8% |
| Admin fee / account holder | $8,363 | $1,328+529.9% | $9,015-7.2% | $1,588+426.5% |