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 | $66,711 | $29,319+127.5% | $52,425+27.3% | $82,448-19.1% |
| Participation rate | 50.0% | 46.9%+3.1pp | 55.6%-5.6pp | 68.1%-18.1pp |
| Annual return | 12.87% | 535.20%-522.3pp | 302.12%-289.3pp | 41.64%-28.8pp |
| Employer contribution / active EE | $697 | $586+18.9% | $914-23.7% | $2,551-72.7% |
| Participant deferral / active EE | $1,829 | $1,171+56.2% | $1,790+2.2% | $4,139-55.8% |
| Admin fee / account holder | $1,976 | $1,962+0.7% | $2,495-20.8% | $7,234-72.7% |