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 | $54,363 | $80,812-32.7% | $160,784-66.2% | $82,448-34.1% |
| Participation rate | 58.3% | 66.2%-7.9pp | 77.0%-18.6pp | 68.1%-9.7pp |
| Annual return | 11.25% | 100.59%-89.3pp | 1803.92%-1792.7pp | 41.64%-30.4pp |
| Employer contribution / active EE | $1,632 | $2,174-24.9% | $3,733-56.3% | $2,551-36.0% |
| Participant deferral / active EE | $3,338 | $4,335-23.0% | $6,293-47.0% | $4,139-19.4% |
| Admin fee / account holder | $2,242 | $7,695-70.9% | $9,717-76.9% | $7,234-69.0% |