Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $119,477 | $58,258+105.1% | $81,820+46.0% | $80,925+47.6% |
| Participation rate | 32.1% | 63.5%-31.3pp | 72.4%-40.2pp | 67.7%-35.5pp |
| Annual return | 9.76% | 41.76%-32.0pp | 777.93%-768.2pp | 35.65%-25.9pp |
| Employer contribution / active EE | $556 | $2,345-76.3% | $2,915-80.9% | $2,756-79.8% |
| Participant deferral / active EE | $4,100 | $3,284+24.8% | $4,323-5.2% | $4,299-4.6% |
| Admin fee / account holder | $2,814 | $4,976-43.5% | $7,391-61.9% | $6,940-59.5% |