Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $38,259 | $93,617-59.1% | $135,982-71.9% | $75,177-49.1% |
| Participation rate | 64.0% | 75.2%-11.2pp | 81.9%-17.9pp | 67.2%-3.2pp |
| Annual return | 10.43% | 30.89%-20.5pp | 68.32%-57.9pp | 160.75%-150.3pp |
| Employer contribution / active EE | $1,807 | $3,538-48.9% | $4,859-62.8% | $2,671-32.4% |
| Participant deferral / active EE | $2,849 | $6,406-55.5% | $7,760-63.3% | $4,126-31.0% |
| Admin fee / account holder | $1,369 | $6,980-80.4% | $10,767-87.3% | $5,651-75.8% |