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 | $37,833 | $51,638-26.7% | $129,406-70.8% | $80,959-53.3% |
| Participation rate | 65.9% | 56.9%+9.0pp | 69.6%-3.7pp | 67.7%-1.8pp |
| Annual return | 7.70% | 20.78%-13.1pp | 9468.18%-9460.5pp | 35.67%-28.0pp |
| Employer contribution / active EE | $0 | $1,584-100.0% | $4,155-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,723 | $2,670+2.0% | $4,167-34.7% | $4,300-36.7% |
| Admin fee / account holder | $20,781 | $4,313+381.8% | $7,689+170.3% | $6,925+200.1% |