Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $66,256 | $79,449-16.6% | $189,558-65.0% | $85,856-22.8% |
| Participation rate | 51.2% | 66.0%-14.7pp | 78.5%-27.2pp | 69.3%-18.1pp |
| Annual return | 11.38% | 18.45%-7.1pp | 64.19%-52.8pp | 318.58%-307.2pp |
| Employer contribution / active EE | $1,654 | $2,081-20.5% | $4,412-62.5% | $2,565-35.5% |
| Participant deferral / active EE | $3,757 | $4,051-7.3% | $6,174-39.1% | $3,952-4.9% |
| Admin fee / account holder | $1,080 | $5,377-79.9% | $9,809-89.0% | $6,261-82.7% |