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 | $117,747 | $48,364+143.5% | $71,796+64.0% | $62,881+87.3% |
| Participation rate | 57.6% | 60.6%-3.0pp | 69.1%-11.5pp | 69.3%-11.7pp |
| Annual return | 4.76% | 13.16%-8.4pp | 78.04%-73.3pp | 20.14%-15.4pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,074 | $2,091-0.8% | $2,794-25.8% | $3,203-35.3% |
| Admin fee / account holder | $306 | $3,771-91.9% | $4,815-93.6% | $4,296-92.9% |