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 | $29,112 | $109,908-73.5% | $97,161-70.0% | $145,978-80.1% |
| Participation rate | 50.0% | 75.9%-25.9pp | 72.7%-22.7pp | 80.3%-30.3pp |
| Annual return | 5.56% | 243.80%-238.2pp | 75.36%-69.8pp | 550.52%-545.0pp |
| Employer contribution / active EE | $1,648 | $3,077-46.4% | $2,723-39.5% | $4,662-64.6% |
| Participant deferral / active EE | $5,088 | $4,679+8.7% | $4,265+19.3% | $6,690-23.9% |
| Admin fee / account holder | $2,884 | $6,213-53.6% | $5,647-48.9% | $13,400-78.5% |