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 | $25,613 | $63,346-59.6% | $92,239-72.2% | $70,124-63.5% |
| Participation rate | 63.0% | 68.7%-5.7pp | 76.5%-13.5pp | 69.5%-6.6pp |
| Annual return | 8.91% | 530.19%-521.3pp | 176.29%-167.4pp | 73.14%-64.2pp |
| Employer contribution / active EE | $955 | $2,471-61.4% | $3,680-74.0% | $2,342-59.2% |
| Participant deferral / active EE | $2,930 | $2,854+2.7% | $3,897-24.8% | $3,332-12.1% |
| Admin fee / account holder | $756 | $3,841-80.3% | $5,194-85.4% | $4,645-83.7% |