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 | $53,016 | $29,319+80.8% | $52,425+1.1% | $82,448-35.7% |
| Participation rate | 13.7% | 46.9%-33.2pp | 55.6%-41.9pp | 68.1%-54.4pp |
| Annual return | 12.27% | 535.20%-522.9pp | 302.12%-289.8pp | 41.64%-29.4pp |
| Employer contribution / active EE | $150 | $586-74.5% | $914-83.6% | $2,551-94.1% |
| Participant deferral / active EE | $401 | $1,171-65.8% | $1,790-77.6% | $4,139-90.3% |
| Admin fee / account holder | $1,872 | $1,962-4.6% | $2,495-24.9% | $7,234-74.1% |