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 | $25,022 | $85,171-70.6% | $172,753-85.5% | $72,976-65.7% |
| Participation rate | 62.9% | 70.1%-7.2pp | 82.6%-19.7pp | 69.5%-6.6pp |
| Annual return | 15.72% | 27.32%-11.6pp | 803.00%-787.3pp | 81.02%-65.3pp |
| Employer contribution / active EE | $1,963 | $3,324-41.0% | $5,144-61.8% | $2,440-19.6% |
| Participant deferral / active EE | $3,007 | $3,260-7.8% | $5,198-42.1% | $3,608-16.6% |
| Admin fee / account holder | $2,183 | $5,880-62.9% | $13,956-84.4% | $5,124-57.4% |