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 | $78,521 | $51,638+52.1% | $68,368+14.9% | $82,448-4.8% |
| Participation rate | 38.7% | 63.6%-24.9pp | 73.8%-35.0pp | 68.1%-29.4pp |
| Annual return | 11.09% | 37.53%-26.4pp | 292.57%-281.5pp | 41.64%-30.6pp |
| Employer contribution / active EE | $1,249 | $2,047-39.0% | $2,649-52.8% | $2,551-51.0% |
| Participant deferral / active EE | $3,257 | $2,914+11.8% | $4,123-21.0% | $4,139-21.3% |
| Admin fee / account holder | $5,599 | $4,643+20.6% | $5,150+8.7% | $7,234-22.6% |