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 | $50,037 | $114,119-56.2% | $107,187-53.3% | $138,895-64.0% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.0%-25.0pp | 79.9%-29.9pp |
| Annual return | 5.54% | 273.21%-267.7pp | 204.55%-199.0pp | 145.39%-139.9pp |
| Employer contribution / active EE | $1,544 | $4,059-62.0% | $3,782-59.2% | $4,194-63.2% |
| Participant deferral / active EE | $2,375 | $5,538-57.1% | $5,096-53.4% | $6,396-62.9% |
| Admin fee / account holder | $1,869 | $10,024-81.4% | $9,162-79.6% | $12,562-85.1% |