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 | $67,991 | $58,714+15.8% | $142,874-52.4% | $85,856-20.8% |
| Participation rate | 40.0% | 58.5%-18.5pp | 72.0%-32.0pp | 69.3%-29.3pp |
| Annual return | 11.83% | 27.73%-15.9pp | 5638.58%-5626.8pp | 318.58%-306.8pp |
| Employer contribution / active EE | $875 | $1,423-38.5% | $4,145-78.9% | $2,565-65.9% |
| Participant deferral / active EE | $1,548 | $2,608-40.6% | $3,838-59.7% | $3,952-60.8% |
| Admin fee / account holder | $5,782 | $4,241+36.3% | $6,561-11.9% | $6,261-7.6% |