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 | $32,776 | $109,372-70.0% | $89,414-63.3% | $158,966-79.4% |
| Participation rate | 57.9% | 74.3%-16.4pp | 68.0%-10.1pp | 82.0%-24.1pp |
| Annual return | 4.77% | 345.55%-340.8pp | 245.50%-240.7pp | 302.95%-298.2pp |
| Employer contribution / active EE | $726 | $3,171-77.1% | $2,586-71.9% | $4,762-84.7% |
| Participant deferral / active EE | $2,630 | $4,598-42.8% | $3,890-32.4% | $5,983-56.0% |
| Admin fee / account holder | $866 | $6,156-85.9% | $4,883-82.3% | $11,250-92.3% |