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 | $26,639 | $63,346-57.9% | $92,240-71.1% | $70,126-62.0% |
| Participation rate | 50.0% | 68.7%-18.7pp | 76.5%-26.5pp | 69.5%-19.5pp |
| Annual return | 9.97% | 530.19%-520.2pp | 176.29%-166.3pp | 73.15%-63.2pp |
| Employer contribution / active EE | $849 | $2,471-65.7% | $3,680-76.9% | $2,343-63.8% |
| Participant deferral / active EE | $1,346 | $2,854-52.8% | $3,897-65.5% | $3,332-59.6% |
| Admin fee / account holder | $809 | $3,841-78.9% | $5,194-84.4% | $4,645-82.6% |