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 | $63,858 | $47,553+34.3% | $136,867-53.3% | $69,733-8.4% |
| Participation rate | 62.9% | 61.4%+1.5pp | 74.5%-11.7pp | 62.5%+0.4pp |
| Annual return | 7.75% | -91.50%+99.3pp | 42.97%-35.2pp | 15.22%-7.5pp |
| Employer contribution / active EE | $6,491 | $2,087+211.0% | $3,547+83.0% | $2,250+188.4% |
| Participant deferral / active EE | $911 | $2,300-60.4% | $4,924-81.5% | $3,054-70.2% |
| Admin fee / account holder | $4,540 | $3,496+29.9% | $10,340-56.1% | $3,102+46.4% |