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 | $63,083 | $85,766-26.4% | $136,298-53.7% | $70,126-10.0% |
| Participation rate | 67.2% | 74.2%-7.0pp | 81.9%-14.8pp | 69.5%-2.4pp |
| Annual return | 13.71% | 31.46%-17.7pp | 5156.27%-5142.6pp | 73.15%-59.4pp |
| Employer contribution / active EE | $1,773 | $2,966-40.2% | $4,696-62.2% | $2,343-24.3% |
| Participant deferral / active EE | $4,172 | $5,051-17.4% | $6,247-33.2% | $3,332+25.2% |
| Admin fee / account holder | $1,669 | $5,421-69.2% | $9,244-81.9% | $4,645-64.1% |