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 | $40,538 | $28,624+41.6% | $53,647-24.4% | $82,637-50.9% |
| Participation rate | 63.9% | 47.3%+16.6pp | 56.3%+7.6pp | 68.1%-4.2pp |
| Annual return | 11.25% | 664.98%-653.7pp | 358.33%-347.1pp | 53.51%-42.3pp |
| Employer contribution / active EE | $852 | $637+33.8% | $962-11.4% | $2,552-66.6% |
| Participant deferral / active EE | $1,760 | $1,196+47.1% | $1,813-2.9% | $4,126-57.3% |
| Admin fee / account holder | $643 | $2,022-68.2% | $2,460-73.9% | $7,339-91.2% |