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 | $56,673 | $81,446-30.4% | $103,374-45.2% | $80,874-29.9% |
| Participation rate | 63.6% | 66.9%-3.2pp | 74.5%-10.9pp | 67.6%-4.0pp |
| Annual return | 9.39% | 25.57%-16.2pp | 24.89%-15.5pp | 35.62%-26.2pp |
| Employer contribution / active EE | $2,463 | $3,107-20.7% | $3,869-36.4% | $2,756-10.6% |
| Participant deferral / active EE | $5,751 | $3,870+48.6% | $5,058+13.7% | $4,297+33.8% |
| Admin fee / account holder | $2,095 | $6,715-68.8% | $8,394-75.0% | $6,935-69.8% |