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 | $67,647 | $29,670+128.0% | $56,054+20.7% | $80,911-16.4% |
| Participation rate | 45.7% | 41.7%+4.0pp | 52.5%-6.8pp | 67.6%-21.9pp |
| Annual return | 8.49% | 35.24%-26.7pp | 1705.95%-1697.5pp | 35.63%-27.1pp |
| Employer contribution / active EE | $804 | $670+20.0% | $1,039-22.6% | $2,756-70.8% |
| Participant deferral / active EE | $2,032 | $1,227+65.7% | $1,952+4.1% | $4,297-52.7% |
| Admin fee / account holder | $730 | $2,431-70.0% | $2,822-74.1% | $6,935-89.5% |