Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $65,036 | $111,785-41.8% | $93,669-30.6% | $145,877-55.4% |
| Participation rate | 38.5% | 74.2%-35.8pp | 68.7%-30.3pp | 80.3%-41.8pp |
| Annual return | 7.77% | 203.79%-196.0pp | 133.59%-125.8pp | 551.28%-543.5pp |
| Employer contribution / active EE | $874 | $3,096-71.8% | $2,424-63.9% | $4,663-81.2% |
| Participant deferral / active EE | $4,575 | $4,919-7.0% | $4,416+3.6% | $6,691-31.6% |
| Admin fee / account holder | $891 | $10,256-91.3% | $8,291-89.3% | $13,402-93.4% |