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 | $114,356 | $49,976+128.8% | $66,674+71.5% | $82,637+38.4% |
| Participation rate | 26.4% | 63.1%-36.7pp | 73.7%-47.3pp | 68.1%-41.7pp |
| Annual return | 13.18% | 39.09%-25.9pp | 321.24%-308.1pp | 53.51%-40.3pp |
| Employer contribution / active EE | $949 | $1,988-52.2% | $2,620-63.8% | $2,552-62.8% |
| Participant deferral / active EE | $1,262 | $2,847-55.7% | $4,084-69.1% | $4,126-69.4% |
| Admin fee / account holder | $1,793 | $4,594-61.0% | $5,098-64.8% | $7,339-75.6% |