Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $46,818 | $148,629-68.5% | $135,982-65.6% | $139,487-66.4% |
| Participation rate | 45.0% | 83.9%-38.9pp | 81.9%-36.9pp | 80.3%-35.3pp |
| Annual return | 7.66% | 79.33%-71.7pp | 68.32%-60.7pp | 373.84%-366.2pp |
| Employer contribution / active EE | $2,380 | $5,247-54.6% | $4,859-51.0% | $4,755-49.9% |
| Participant deferral / active EE | $8,894 | $8,102+9.8% | $7,760+14.6% | $6,713+32.5% |
| Admin fee / account holder | $3,925 | $12,406-68.4% | $10,767-63.5% | $11,407-65.6% |