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 | $70,897 | $52,353+35.4% | $120,225-41.0% | $82,448-14.0% |
| Participation rate | 44.7% | 58.3%-13.6pp | 69.6%-24.8pp | 68.1%-23.3pp |
| Annual return | 10.37% | 61.85%-51.5pp | 439.23%-428.9pp | 41.64%-31.3pp |
| Employer contribution / active EE | $819 | $1,510-45.8% | $3,475-76.4% | $2,551-67.9% |
| Participant deferral / active EE | $1,941 | $2,627-26.1% | $3,999-51.5% | $4,139-53.1% |
| Admin fee / account holder | $2,411 | $4,363-44.7% | $5,696-57.7% | $7,234-66.7% |