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 | $63,321 | $29,733+113.0% | $56,025+13.0% | $80,959-21.8% |
| Participation rate | 32.5% | 41.7%-9.3pp | 52.5%-20.0pp | 67.7%-35.2pp |
| Annual return | 10.55% | 35.28%-24.7pp | 1712.69%-1702.1pp | 35.67%-25.1pp |
| Employer contribution / active EE | $595 | $672-11.4% | $1,042-42.8% | $2,757-78.4% |
| Participant deferral / active EE | $1,610 | $1,229+30.9% | $1,955-17.6% | $4,300-62.6% |
| Admin fee / account holder | $868 | $2,434-64.3% | $2,828-69.3% | $6,925-87.5% |