Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $84,318 | $49,897+69.0% | $80,648+4.6% | $75,177+12.2% |
| Participation rate | 10.9% | 55.3%-44.5pp | 67.0%-56.1pp | 67.2%-56.3pp |
| Annual return | 2.78% | 34.68%-31.9pp | 937.21%-934.4pp | 160.75%-158.0pp |
| Employer contribution / active EE | $369 | $1,699-78.3% | $2,724-86.5% | $2,671-86.2% |
| Participant deferral / active EE | $1,370 | $2,992-54.2% | $4,443-69.2% | $4,126-66.8% |
| Admin fee / account holder | $7,112 | $3,579+98.7% | $5,382+32.1% | $5,651+25.8% |