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 | $50,913 | $29,319+73.7% | $52,425-2.9% | $82,448-38.2% |
| Participation rate | 42.3% | 46.9%-4.5pp | 55.6%-13.3pp | 68.1%-25.8pp |
| Annual return | 13.72% | 535.20%-521.5pp | 302.12%-288.4pp | 41.64%-27.9pp |
| Employer contribution / active EE | $615 | $586+4.9% | $914-32.7% | $2,551-75.9% |
| Participant deferral / active EE | $1,443 | $1,171+23.2% | $1,790-19.4% | $4,139-65.1% |
| Admin fee / account holder | $3,403 | $1,962+73.4% | $2,495+36.4% | $7,234-53.0% |