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 | $47,612 | $29,319+62.4% | $52,425-9.2% | $82,448-42.3% |
| Participation rate | 16.9% | 46.9%-29.9pp | 55.6%-38.7pp | 68.1%-51.1pp |
| Annual return | 12.40% | 535.20%-522.8pp | 302.12%-289.7pp | 41.64%-29.2pp |
| Employer contribution / active EE | $130 | $586-77.9% | $914-85.8% | $2,551-94.9% |
| Participant deferral / active EE | $727 | $1,171-38.0% | $1,790-59.4% | $4,139-82.4% |
| Admin fee / account holder | $31,034 | $1,962+1481.6% | $2,495+1143.9% | $7,234+329.0% |