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 | $83,319 | $57,330+45.3% | $86,656-3.9% | $75,177+10.8% |
| Participation rate | 32.1% | 63.2%-31.1pp | 71.7%-39.6pp | 67.2%-35.1pp |
| Annual return | 8.45% | 2675.40%-2666.9pp | 593.09%-584.6pp | 160.75%-152.3pp |
| Employer contribution / active EE | $686 | $2,316-70.4% | $3,025-77.3% | $2,671-74.3% |
| Participant deferral / active EE | $2,115 | $3,320-36.3% | $4,439-52.4% | $4,126-48.8% |
| Admin fee / account holder | $18,133 | $4,115+340.7% | $5,619+222.7% | $5,651+220.9% |