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 | $38,295 | $29,716+28.9% | $56,077-31.7% | $80,925-52.7% |
| Participation rate | 35.1% | 41.7%-6.6pp | 52.5%-17.4pp | 67.7%-32.5pp |
| Annual return | 9.59% | 35.30%-25.7pp | 1709.28%-1699.7pp | 35.65%-26.1pp |
| Employer contribution / active EE | $805 | $671+19.9% | $1,040-22.6% | $2,756-70.8% |
| Participant deferral / active EE | $4,189 | $1,228+241.0% | $1,954+114.4% | $4,299-2.5% |
| Admin fee / account holder | $5,419 | $2,432+122.8% | $2,825+91.8% | $6,940-21.9% |