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 | $41,758 | $55,470-24.7% | $155,556-73.2% | $74,478-43.9% |
| Participation rate | 15.8% | 61.9%-46.1pp | 78.2%-62.4pp | 67.2%-51.4pp |
| Annual return | 10.48% | 269.80%-259.3pp | 64.84%-54.4pp | 1370.56%-1360.1pp |
| Employer contribution / active EE | $601 | $2,267-73.5% | $4,675-87.1% | $2,626-77.1% |
| Participant deferral / active EE | $815 | $2,838-71.3% | $5,631-85.5% | $4,350-81.3% |
| Admin fee / account holder | $2,006 | $1,744+15.0% | $15,885-87.4% | $1,946+3.1% |