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 | $99,582 | $29,716+235.1% | $56,077+77.6% | $80,925+23.1% |
| Participation rate | 55.9% | 41.7%+14.2pp | 52.5%+3.4pp | 67.7%-11.7pp |
| Annual return | 10.18% | 35.30%-25.1pp | 1709.28%-1699.1pp | 35.65%-25.5pp |
| Employer contribution / active EE | $994 | $671+48.1% | $1,040-4.5% | $2,756-63.9% |
| Participant deferral / active EE | $3,550 | $1,228+189.0% | $1,954+81.7% | $4,299-17.4% |
| Admin fee / account holder | $2,176 | $2,432-10.5% | $2,825-23.0% | $6,940-68.6% |