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 | $82,448 | $57,352+43.8% | $83,831-1.7% | $64,173+28.5% |
| Participation rate | 63.2% | 68.6%-5.4pp | 76.1%-13.0pp | 69.6%-6.4pp |
| Annual return | -8.87% | 11.38%-20.3pp | 850.99%-859.9pp | 7.63%-16.5pp |
| Employer contribution / active EE | $1,470 | $2,546-42.3% | $3,631-59.5% | $2,381-38.3% |
| Participant deferral / active EE | $3,507 | $2,993+17.2% | $4,082-14.1% | $3,470+1.1% |
| Admin fee / account holder | $2,104 | $4,046-48.0% | $5,479-61.6% | $4,887-57.0% |