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 | $40,683 | $29,716+36.9% | $56,077-27.5% | $80,925-49.7% |
| Participation rate | 64.5% | 41.7%+22.8pp | 52.5%+12.0pp | 67.7%-3.1pp |
| Annual return | 8.68% | 35.30%-26.6pp | 1709.28%-1700.6pp | 35.65%-27.0pp |
| Employer contribution / active EE | $2,549 | $671+279.8% | $1,040+145.0% | $2,756-7.5% |
| Participant deferral / active EE | $2,038 | $1,228+65.9% | $1,954+4.3% | $4,299-52.6% |
| Admin fee / account holder | $2,905 | $2,432+19.4% | $2,825+2.8% | $6,940-58.1% |