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 | $142,002 | $105,284+34.9% | $150,734-5.8% | $94,015+51.0% |
| Participation rate | 43.3% | 71.7%-28.4pp | 78.4%-35.1pp | 70.8%-27.5pp |
| Annual return | 10.19% | 15.67%-5.5pp | 600.81%-590.6pp | 17.84%-7.7pp |
| Employer contribution / active EE | $1,733 | $3,599-51.8% | $4,918-64.8% | $2,790-37.9% |
| Participant deferral / active EE | $2,299 | $4,274-46.2% | $5,610-59.0% | $4,249-45.9% |
| Admin fee / account holder | $1,668 | $9,839-83.1% | $14,905-88.8% | $8,951-81.4% |