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 | $59,011 | $52,450+12.5% | $129,384-54.4% | $74,459-20.7% |
| Participation rate | 24.1% | 53.8%-29.7pp | 69.6%-45.5pp | 67.2%-43.1pp |
| Annual return | 10.36% | 15.65%-5.3pp | 9461.77%-9451.4pp | 1369.70%-1359.3pp |
| Employer contribution / active EE | $821 | $1,532-46.4% | $4,153-80.2% | $2,626-68.7% |
| Participant deferral / active EE | $1,743 | $2,797-37.7% | $4,166-58.2% | $4,350-59.9% |
| Admin fee / account holder | $6,419 | $2,636+143.5% | $7,686-16.5% | $1,945+230.1% |