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 | $47,576 | $49,199-3.3% | $121,210-60.7% | $75,177-36.7% |
| Participation rate | 56.6% | 55.4%+1.1pp | 69.5%-13.0pp | 67.2%-10.6pp |
| Annual return | 9.97% | 56.04%-46.1pp | 987.41%-977.4pp | 160.75%-150.8pp |
| Employer contribution / active EE | $913 | $1,547-41.0% | $4,171-78.1% | $2,671-65.8% |
| Participant deferral / active EE | $2,488 | $2,630-5.4% | $4,084-39.1% | $4,126-39.7% |
| Admin fee / account holder | $4,159 | $3,946+5.4% | $5,647-26.4% | $5,651-26.4% |