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 | $43,383 | $29,319+48.0% | $52,425-17.2% | $82,448-47.4% |
| Participation rate | 38.0% | 46.9%-8.9pp | 55.6%-17.6pp | 68.1%-30.1pp |
| Annual return | 13.26% | 535.20%-521.9pp | 302.12%-288.9pp | 41.64%-28.4pp |
| Employer contribution / active EE | $404 | $586-31.1% | $914-55.8% | $2,551-84.2% |
| Participant deferral / active EE | $2,823 | $1,171+141.0% | $1,790+57.7% | $4,139-31.8% |
| Admin fee / account holder | $4,505 | $1,962+129.6% | $2,495+80.6% | $7,234-37.7% |