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 | $80,389 | $51,631+55.7% | $129,397-37.9% | $80,925-0.7% |
| Participation rate | 34.9% | 56.9%-22.1pp | 69.6%-34.7pp | 67.7%-32.8pp |
| Annual return | 9.70% | 20.77%-11.1pp | 9453.98%-9444.3pp | 35.65%-25.9pp |
| Employer contribution / active EE | $0 | $1,583-100.0% | $4,154-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,043 | $2,670+14.0% | $4,167-27.0% | $4,299-29.2% |
| Admin fee / account holder | $574 | $4,309-86.7% | $7,679-92.5% | $6,940-91.7% |