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 | $74,127 | $56,116+32.1% | $135,768-45.4% | $86,983-14.8% |
| Participation rate | 44.3% | 60.1%-15.8pp | 71.1%-26.8pp | 69.5%-25.3pp |
| Annual return | 10.53% | 125.33%-114.8pp | 526.10%-515.6pp | 25.83%-15.3pp |
| Employer contribution / active EE | $1,433 | $1,528-6.2% | $3,394-57.8% | $2,584-44.6% |
| Participant deferral / active EE | $2,009 | $2,690-25.3% | $3,977-49.5% | $4,194-52.1% |
| Admin fee / account holder | $2,950 | $4,314-31.6% | $7,048-58.1% | $7,856-62.4% |