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 | $219,298 | $52,353+318.9% | $120,225+82.4% | $82,448+166.0% |
| Participation rate | 62.2% | 58.3%+3.8pp | 69.6%-7.4pp | 68.1%-5.9pp |
| Annual return | 10.95% | 61.85%-50.9pp | 439.23%-428.3pp | 41.64%-30.7pp |
| Employer contribution / active EE | $1,091 | $1,510-27.7% | $3,475-68.6% | $2,551-57.2% |
| Participant deferral / active EE | $3,911 | $2,627+48.9% | $3,999-2.2% | $4,139-5.5% |
| Admin fee / account holder | $2,140 | $4,363-50.9% | $5,696-62.4% | $7,234-70.4% |