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 | $93,419 | $49,976+86.9% | $66,674+40.1% | $82,637+13.0% |
| Participation rate | 34.6% | 63.1%-28.5pp | 73.7%-39.1pp | 68.1%-33.4pp |
| Annual return | 11.11% | 39.09%-28.0pp | 321.24%-310.1pp | 53.51%-42.4pp |
| Employer contribution / active EE | $704 | $1,988-64.6% | $2,620-73.1% | $2,552-72.4% |
| Participant deferral / active EE | $2,416 | $2,847-15.1% | $4,084-40.8% | $4,126-41.4% |
| Admin fee / account holder | $4,385 | $4,594-4.5% | $5,098-14.0% | $7,339-40.2% |