Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $134,579 | $29,667+353.6% | $56,441+138.4% | $80,874+66.4% |
| Participation rate | 9.7% | 41.7%-32.0pp | 52.5%-42.8pp | 67.6%-58.0pp |
| Annual return | 8.52% | 35.22%-26.7pp | 1704.21%-1695.7pp | 35.62%-27.1pp |
| Employer contribution / active EE | $633 | $669-5.5% | $1,039-39.1% | $2,756-77.0% |
| Participant deferral / active EE | $2,952 | $1,227+140.6% | $1,953+51.1% | $4,297-31.3% |
| Admin fee / account holder | $1,493 | $2,429-38.5% | $2,829-47.2% | $6,935-78.5% |