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 | $41,481 | $65,072-36.3% | $66,439-37.6% | $65,306-36.5% |
| Participation rate | 55.4% | 69.1%-13.6pp | 74.5%-19.1pp | 57.7%-2.3pp |
| Annual return | 9.97% | 21.50%-11.5pp | 757.66%-747.7pp | 21.94%-12.0pp |
| Employer contribution / active EE | $4,625 | $2,475+86.8% | $2,637+75.4% | $1,967+135.1% |
| Participant deferral / active EE | $1,563 | $3,234-51.7% | $3,876-59.7% | $2,959-47.2% |
| Admin fee / account holder | $5,312 | $1,323+301.5% | $6,173-14.0% | $3,480+52.6% |