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 | $42,144 | $63,346-33.5% | $92,240-54.3% | $70,126-39.9% |
| Participation rate | 49.2% | 68.7%-19.5pp | 76.5%-27.3pp | 69.5%-20.3pp |
| Annual return | 12.32% | 530.19%-517.9pp | 176.29%-164.0pp | 73.15%-60.8pp |
| Employer contribution / active EE | $1,263 | $2,471-48.9% | $3,680-65.7% | $2,343-46.1% |
| Participant deferral / active EE | $2,914 | $2,854+2.1% | $3,897-25.2% | $3,332-12.5% |
| Admin fee / account holder | $5,470 | $3,841+42.4% | $5,194+5.3% | $4,645+17.7% |