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 | $75,230 | $55,930+34.5% | $76,089-1.1% | $80,925-7.0% |
| Participation rate | 29.6% | 62.1%-32.4pp | 69.1%-39.5pp | 67.7%-38.0pp |
| Annual return | 9.58% | 20.58%-11.0pp | 360.94%-351.4pp | 35.65%-26.1pp |
| Employer contribution / active EE | $1,241 | $1,866-33.5% | $2,690-53.9% | $2,756-55.0% |
| Participant deferral / active EE | $1,953 | $3,051-36.0% | $4,259-54.2% | $4,299-54.6% |
| Admin fee / account holder | $11,323 | $5,241+116.1% | $6,418+76.4% | $6,940+63.1% |