Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $249,055 | $106,247+134.4% | $96,515+158.0% | $139,466+78.6% |
| Participation rate | 54.5% | 77.8%-23.3pp | 74.3%-19.8pp | 80.3%-25.8pp |
| Annual return | 10.80% | 38.47%-27.7pp | 35.73%-24.9pp | 373.66%-362.9pp |
| Employer contribution / active EE | $1,753 | $4,106-57.3% | $3,740-53.1% | $4,754-63.1% |
| Participant deferral / active EE | $4,252 | $5,456-22.1% | $4,880-12.9% | $6,712-36.6% |
| Admin fee / account holder | $1,583 | $7,885-79.9% | $6,735-76.5% | $11,409-86.1% |