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 | $76,567 | $48,337+58.4% | $67,560+13.3% | $80,959-5.4% |
| Participation rate | 40.0% | 66.4%-26.4pp | 72.9%-32.9pp | 67.7%-27.7pp |
| Annual return | 11.02% | 18.26%-7.2pp | 3533.50%-3522.5pp | 35.67%-24.7pp |
| Employer contribution / active EE | $533 | $2,023-73.6% | $2,737-80.5% | $2,757-80.7% |
| Participant deferral / active EE | $1,559 | $2,928-46.8% | $4,004-61.1% | $4,300-63.8% |
| Admin fee / account holder | $1,017 | $3,695-72.5% | $3,994-74.5% | $6,925-85.3% |