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 | $25,827 | $58,391-55.8% | $76,667-66.3% | $72,976-64.6% |
| Participation rate | 52.9% | 67.4%-14.4pp | 72.1%-19.2pp | 69.5%-16.5pp |
| Annual return | 13.96% | 2306.65%-2292.7pp | 1166.74%-1152.8pp | 81.02%-67.1pp |
| Employer contribution / active EE | $1,523 | $1,787-14.8% | $2,303-33.9% | $2,440-37.6% |
| Participant deferral / active EE | $2,178 | $2,690-19.1% | $3,336-34.7% | $3,608-39.6% |
| Admin fee / account holder | $3,819 | $4,014-4.9% | $6,423-40.5% | $5,124-25.5% |