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 | $149,325 | $29,716+402.5% | $56,077+166.3% | $80,925+84.5% |
| Participation rate | 11.1% | 41.7%-30.6pp | 52.5%-41.4pp | 67.7%-56.5pp |
| Annual return | 9.41% | 35.30%-25.9pp | 1709.28%-1699.9pp | 35.65%-26.2pp |
| Employer contribution / active EE | $248 | $671-63.1% | $1,040-76.2% | $2,756-91.0% |
| Participant deferral / active EE | $535 | $1,228-56.4% | $1,954-72.6% | $4,299-87.6% |
| Admin fee / account holder | $4,554 | $2,432+87.2% | $2,825+61.2% | $6,940-34.4% |