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 | $59,526 | $87,132-31.7% | $105,624-43.6% | $80,959-26.5% |
| Participation rate | 58.1% | 70.4%-12.4pp | 75.3%-17.2pp | 67.7%-9.6pp |
| Annual return | 9.81% | 17.03%-7.2pp | 116.20%-106.4pp | 35.67%-25.9pp |
| Employer contribution / active EE | $1,723 | $2,397-28.1% | $3,168-45.6% | $2,757-37.5% |
| Participant deferral / active EE | $6,351 | $3,985+59.3% | $5,013+26.7% | $4,300+47.7% |
| Admin fee / account holder | $1,508 | $8,449-82.1% | $10,961-86.2% | $6,925-78.2% |