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 | $51,571 | $106,749-51.7% | $145,433-64.5% | $82,448-37.5% |
| Participation rate | 54.8% | 75.6%-20.9pp | 82.1%-27.4pp | 68.1%-13.3pp |
| Annual return | 10.35% | 27.59%-17.2pp | 66.58%-56.2pp | 41.64%-31.3pp |
| Employer contribution / active EE | $3,847 | $3,444+11.7% | $4,554-15.5% | $2,551+50.8% |
| Participant deferral / active EE | $5,912 | $6,519-9.3% | $7,897-25.1% | $4,139+42.8% |
| Admin fee / account holder | $19,749 | $8,390+135.4% | $13,129+50.4% | $7,234+173.0% |