Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $100,389 | $29,716+237.8% | $56,077+79.0% | $80,925+24.1% |
| Participation rate | 16.7% | 41.7%-25.0pp | 52.5%-35.8pp | 67.7%-51.0pp |
| Annual return | 10.29% | 35.30%-25.0pp | 1709.28%-1699.0pp | 35.65%-25.4pp |
| Employer contribution / active EE | $460 | $671-31.4% | $1,040-55.7% | $2,756-83.3% |
| Participant deferral / active EE | $2,183 | $1,228+77.7% | $1,954+11.7% | $4,299-49.2% |
| Admin fee / account holder | $990 | $2,432-59.3% | $2,825-64.9% | $6,940-85.7% |