Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $76,065 | $29,733+155.8% | $56,025+35.8% | $80,959-6.0% |
| Participation rate | 25.8% | 41.7%-15.9pp | 52.5%-26.7pp | 67.7%-41.9pp |
| Annual return | 9.57% | 35.28%-25.7pp | 1712.69%-1703.1pp | 35.67%-26.1pp |
| Employer contribution / active EE | $556 | $672-17.3% | $1,042-46.6% | $2,757-79.8% |
| Participant deferral / active EE | $1,883 | $1,229+53.2% | $1,955-3.7% | $4,300-56.2% |
| Admin fee / account holder | $2,273 | $2,434-6.6% | $2,828-19.6% | $6,925-67.2% |