Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $43,675 | $118,496-63.1% | $98,461-55.6% | $139,466-68.7% |
| Participation rate | 50.0% | 77.5%-27.5pp | 75.2%-25.2pp | 80.3%-30.3pp |
| Annual return | 8.01% | 18.96%-10.9pp | 21.17%-13.2pp | 373.66%-365.6pp |
| Employer contribution / active EE | $1,901 | $3,611-47.4% | $3,049-37.6% | $4,754-60.0% |
| Participant deferral / active EE | $3,590 | $5,393-33.4% | $4,738-24.2% | $6,712-46.5% |
| Admin fee / account holder | $3,285 | $14,056-76.6% | $8,961-63.3% | $11,409-71.2% |