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 | $38,359 | $65,566-41.5% | $86,235-55.5% | $75,177-49.0% |
| Participation rate | 53.2% | 60.5%-7.3pp | 69.0%-15.8pp | 67.2%-14.0pp |
| Annual return | 9.84% | 46.07%-36.2pp | 1170.03%-1160.2pp | 160.75%-150.9pp |
| Employer contribution / active EE | $992 | $1,553-36.1% | $2,381-58.3% | $2,671-62.9% |
| Participant deferral / active EE | $1,992 | $3,023-34.1% | $3,987-50.0% | $4,126-51.7% |
| Admin fee / account holder | $986 | $5,470-82.0% | $6,856-85.6% | $5,651-82.6% |