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 | $100,274 | $29,733+237.2% | $56,025+79.0% | $80,959+23.9% |
| Participation rate | 6.3% | 41.7%-35.5pp | 52.5%-46.3pp | 67.7%-61.4pp |
| Annual return | 10.36% | 35.28%-24.9pp | 1712.69%-1702.3pp | 35.67%-25.3pp |
| Employer contribution / active EE | $225 | $672-66.5% | $1,042-78.4% | $2,757-91.8% |
| Participant deferral / active EE | $603 | $1,229-50.9% | $1,955-69.1% | $4,300-86.0% |
| Admin fee / account holder | $16,786 | $2,434+589.8% | $2,828+493.5% | $6,925+142.4% |