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 | $89,742 | $58,275+54.0% | $81,844+9.6% | $80,935+10.9% |
| Participation rate | 27.6% | 63.5%-35.8pp | 72.4%-44.7pp | 67.7%-40.0pp |
| Annual return | 10.35% | 41.82%-31.5pp | 778.87%-768.5pp | 35.66%-25.3pp |
| Employer contribution / active EE | $573 | $2,346-75.6% | $2,916-80.3% | $2,757-79.2% |
| Participant deferral / active EE | $1,072 | $3,285-67.4% | $4,323-75.2% | $4,299-75.1% |
| Admin fee / account holder | $4,599 | $4,749-3.1% | $7,355-37.5% | $6,924-33.6% |