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 | $139,720 | $61,125+128.6% | $94,057+48.5% | $87,485+59.7% |
| Participation rate | 51.8% | 64.1%-12.3pp | 73.3%-21.6pp | 68.9%-17.1pp |
| Annual return | 10.56% | 35.20%-24.6pp | 480.62%-470.1pp | 26.06%-15.5pp |
| Employer contribution / active EE | $612 | $2,136-71.4% | $2,933-79.1% | $2,596-76.4% |
| Participant deferral / active EE | $1,646 | $3,260-49.5% | $4,709-65.1% | $4,274-61.5% |
| Admin fee / account holder | $2,501 | $5,629-55.6% | $7,244-65.5% | $7,775-67.8% |