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 | $139,511 | $112,935+23.5% | $90,970+53.4% | $158,966-12.2% |
| Participation rate | 62.5% | 74.7%-12.2pp | 69.0%-6.5pp | 82.0%-19.5pp |
| Annual return | 3.48% | 215.79%-212.3pp | 134.58%-131.1pp | 302.95%-299.5pp |
| Employer contribution / active EE | $644 | $2,895-77.8% | $2,122-69.7% | $4,762-86.5% |
| Participant deferral / active EE | $1,110 | $4,129-73.1% | $3,373-67.1% | $5,983-81.4% |
| Admin fee / account holder | $835 | $8,045-89.6% | $5,960-86.0% | $11,250-92.6% |