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 | $39,354 | $183,539-78.6% | $155,556-74.7% | $145,897-73.0% |
| Participation rate | 36.8% | 82.7%-45.9pp | 78.2%-41.4pp | 80.3%-43.5pp |
| Annual return | 7.41% | 61.31%-53.9pp | 64.84%-57.4pp | 552.29%-544.9pp |
| Employer contribution / active EE | $1,109 | $5,315-79.1% | $4,675-76.3% | $4,663-76.2% |
| Participant deferral / active EE | $1,958 | $6,467-69.7% | $5,631-65.2% | $6,689-70.7% |
| Admin fee / account holder | $606 | $19,275-96.9% | $15,885-96.2% | $13,390-95.5% |