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 | $88,466 | $49,976+77.0% | $66,674+32.7% | $82,637+7.1% |
| Participation rate | 51.6% | 63.1%-11.5pp | 73.7%-22.1pp | 68.1%-16.4pp |
| Annual return | 10.26% | 39.09%-28.8pp | 321.24%-311.0pp | 53.51%-43.2pp |
| Employer contribution / active EE | $484 | $1,988-75.7% | $2,620-81.5% | $2,552-81.0% |
| Participant deferral / active EE | $1,661 | $2,847-41.7% | $4,084-59.3% | $4,126-59.7% |
| Admin fee / account holder | $1,462 | $4,594-68.2% | $5,098-71.3% | $7,339-80.1% |