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 | $51,907 | $30,421+70.6% | $56,077-7.4% | $74,429-30.3% |
| Participation rate | 24.3% | 32.9%-8.6pp | 52.5%-28.2pp | 67.2%-43.0pp |
| Annual return | 10.65% | 24.94%-14.3pp | 1709.28%-1698.6pp | 1368.38%-1357.7pp |
| Employer contribution / active EE | $681 | $610+11.7% | $1,040-34.5% | $2,625-74.0% |
| Participant deferral / active EE | $1,347 | $1,175+14.6% | $1,954-31.1% | $4,348-69.0% |
| Admin fee / account holder | $1,154 | $2,363-51.2% | $2,825-59.2% | $1,944-40.7% |