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 | $47,824 | $29,670+61.2% | $56,054-14.7% | $80,911-40.9% |
| Participation rate | 27.0% | 41.7%-14.6pp | 52.5%-25.5pp | 67.6%-40.6pp |
| Annual return | 5.82% | 35.24%-29.4pp | 1705.95%-1700.1pp | 35.63%-29.8pp |
| Employer contribution / active EE | $110 | $670-83.6% | $1,039-89.4% | $2,756-96.0% |
| Participant deferral / active EE | $1,316 | $1,227+7.3% | $1,952-32.6% | $4,297-69.4% |
| Admin fee / account holder | $2,875 | $2,431+18.3% | $2,822+1.9% | $6,935-58.5% |