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 | $134,791 | $71,230+89.2% | $93,727+43.8% | $80,959+66.5% |
| Participation rate | 30.4% | 60.4%-30.0pp | 68.7%-38.3pp | 67.7%-37.2pp |
| Annual return | 9.71% | 11.26%-1.5pp | 133.83%-124.1pp | 35.67%-26.0pp |
| Employer contribution / active EE | $396 | $1,565-74.7% | $2,421-83.6% | $2,757-85.6% |
| Participant deferral / active EE | $2,235 | $4,037-44.6% | $4,417-49.4% | $4,300-48.0% |
| Admin fee / account holder | $9,683 | $6,961+39.1% | $8,292+16.8% | $6,925+39.8% |