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 | $57,500 | $105,210-45.3% | $159,487-63.9% | $85,851-33.0% |
| Participation rate | 67.6% | 75.8%-8.2pp | 82.8%-15.3pp | 69.3%-1.8pp |
| Annual return | 11.51% | 45.08%-33.6pp | 263.71%-252.2pp | 318.63%-307.1pp |
| Employer contribution / active EE | $995 | $3,319-70.0% | $4,831-79.4% | $2,565-61.2% |
| Participant deferral / active EE | $3,211 | $5,946-46.0% | $7,354-56.3% | $3,952-18.8% |
| Admin fee / account holder | $2,053 | $6,934-70.4% | $10,804-81.0% | $6,261-67.2% |