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 | $74,162 | $60,393+22.8% | $81,820-9.4% | $74,429-0.4% |
| Participation rate | 34.3% | 62.9%-28.6pp | 72.4%-38.1pp | 67.2%-32.9pp |
| Annual return | 10.64% | 16.89%-6.2pp | 777.93%-767.3pp | 1368.38%-1357.7pp |
| Employer contribution / active EE | $939 | $2,626-64.3% | $2,915-67.8% | $2,625-64.2% |
| Participant deferral / active EE | $3,204 | $3,397-5.7% | $4,323-25.9% | $4,348-26.3% |
| Admin fee / account holder | $21,503 | $1,491+1342.4% | $7,391+190.9% | $1,944+1005.9% |