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 | $45,059 | $162,821-72.3% | $133,978-66.4% | $158,982-71.7% |
| Participation rate | 66.7% | 83.2%-16.6pp | 79.8%-13.2pp | 82.0%-15.3pp |
| Annual return | 5.42% | 41.95%-36.5pp | 45.10%-39.7pp | 302.99%-297.6pp |
| Employer contribution / active EE | $3,114 | $4,976-37.4% | $3,919-20.5% | $4,763-34.6% |
| Participant deferral / active EE | $4,073 | $5,910-31.1% | $5,047-19.3% | $5,983-31.9% |
| Admin fee / account holder | $54,113 | $11,742+360.9% | $8,930+506.0% | $11,252+380.9% |