Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $82,087 | $110,379-25.6% | $102,412-19.8% | $145,884-43.7% |
| Participation rate | 64.3% | 77.9%-13.6pp | 74.5%-10.2pp | 80.3%-16.0pp |
| Annual return | 8.18% | 24.84%-16.7pp | 24.94%-16.8pp | 551.85%-543.7pp |
| Employer contribution / active EE | $3,082 | $4,216-26.9% | $3,870-20.4% | $4,662-33.9% |
| Participant deferral / active EE | $6,847 | $5,622+21.8% | $5,060+35.3% | $6,690+2.4% |
| Admin fee / account holder | $9,148 | $9,745-6.1% | $8,388+9.1% | $13,392-31.7% |