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 | $65,909 | $209,425-68.5% | $178,499-63.1% | $158,966-58.5% |
| Participation rate | 57.1% | 86.4%-29.2pp | 81.9%-24.8pp | 82.0%-24.8pp |
| Annual return | 6.02% | 188.80%-182.8pp | 151.10%-145.1pp | 302.95%-296.9pp |
| Employer contribution / active EE | $2,424 | $5,707-57.5% | $5,011-51.6% | $4,762-49.1% |
| Participant deferral / active EE | $5,432 | $5,955-8.8% | $5,202+4.4% | $5,983-9.2% |
| Admin fee / account holder | $574 | $17,078-96.6% | $13,986-95.9% | $11,250-94.9% |