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 | $49,560 | $125,193-60.4% | $105,591-53.1% | $145,978-66.0% |
| Participation rate | 60.0% | 77.6%-17.6pp | 75.3%-15.3pp | 80.3%-20.3pp |
| Annual return | 8.18% | 225.53%-217.4pp | 116.43%-108.2pp | 550.52%-542.3pp |
| Employer contribution / active EE | $844 | $3,718-77.3% | $3,166-73.3% | $4,662-81.9% |
| Participant deferral / active EE | $2,565 | $5,708-55.1% | $5,008-48.8% | $6,690-61.7% |
| Admin fee / account holder | $950 | $17,277-94.5% | $11,024-91.4% | $13,400-92.9% |