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 | $99,485 | $34,316+189.9% | $74,722+33.1% | $72,975+36.3% |
| Participation rate | 7.1% | 42.4%-35.3pp | 54.5%-47.3pp | 69.5%-62.3pp |
| Annual return | 16.45% | 26.58%-10.1pp | 753.11%-736.7pp | 81.01%-64.6pp |
| Employer contribution / active EE | $0 | $692-100.0% | $1,084-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $0 | $1,272-100.0% | $1,963-100.0% | $3,608-100.0% |
| Admin fee / account holder | $1,136 | $2,125-46.5% | $3,335-65.9% | $5,124-77.8% |