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 | $57,178 | $198,457-71.2% | $170,435-66.5% | $147,586-61.3% |
| Participation rate | 60.0% | 88.0%-28.0pp | 83.6%-23.6pp | 82.8%-22.8pp |
| Annual return | 8.22% | 257.30%-249.1pp | 205.94%-197.7pp | 578.59%-570.4pp |
| Employer contribution / active EE | $1,612 | $6,183-73.9% | $5,432-70.3% | $4,876-66.9% |
| Participant deferral / active EE | $5,284 | $5,629-6.1% | $4,939+7.0% | $5,439-2.8% |
| Admin fee / account holder | $10,581 | $16,852-37.2% | $13,881-23.8% | $10,886-2.8% |