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 | $34,826 | $85,766-59.4% | $136,298-74.4% | $70,126-50.3% |
| Participation rate | 68.9% | 74.2%-5.2pp | 81.9%-13.0pp | 69.5%-0.6pp |
| Annual return | 11.83% | 31.46%-19.6pp | 5156.27%-5144.4pp | 73.15%-61.3pp |
| Employer contribution / active EE | $1,666 | $2,966-43.8% | $4,696-64.5% | $2,343-28.9% |
| Participant deferral / active EE | $3,308 | $5,051-34.5% | $6,247-47.1% | $3,332-0.7% |
| Admin fee / account holder | $9,998 | $5,421+84.5% | $9,244+8.2% | $4,645+115.2% |