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 | $56,341 | $29,733+89.5% | $56,025+0.6% | $80,959-30.4% |
| Participation rate | 51.7% | 41.7%+10.0pp | 52.5%-0.8pp | 67.7%-15.9pp |
| Annual return | 7.28% | 35.28%-28.0pp | 1712.69%-1705.4pp | 35.67%-28.4pp |
| Employer contribution / active EE | $721 | $672+7.3% | $1,042-30.8% | $2,757-73.9% |
| Participant deferral / active EE | $769 | $1,229-37.5% | $1,955-60.7% | $4,300-82.1% |
| Admin fee / account holder | $1,422 | $2,434-41.6% | $2,828-49.7% | $6,925-79.5% |