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 | $67,577 | $57,305+17.9% | $86,640-22.0% | $75,173-10.1% |
| Participation rate | 48.3% | 63.2%-14.9pp | 71.7%-23.4pp | 67.2%-18.9pp |
| Annual return | 13.43% | 2674.24%-2660.8pp | 592.52%-579.1pp | 160.72%-147.3pp |
| Employer contribution / active EE | $1,167 | $2,316-49.6% | $3,024-61.4% | $2,671-56.3% |
| Participant deferral / active EE | $2,483 | $3,320-25.2% | $4,438-44.0% | $4,126-39.8% |
| Admin fee / account holder | $807 | $4,116-80.4% | $5,616-85.6% | $5,651-85.7% |