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 | $65,478 | $117,895-44.5% | $102,460-36.1% | $145,897-55.1% |
| Participation rate | 53.8% | 78.6%-24.8pp | 76.5%-22.7pp | 80.3%-26.5pp |
| Annual return | 8.37% | 31.92%-23.6pp | 29.47%-21.1pp | 552.29%-543.9pp |
| Employer contribution / active EE | $1,586 | $3,619-56.2% | $3,025-47.6% | $4,663-66.0% |
| Participant deferral / active EE | $4,042 | $5,736-29.5% | $5,056-20.1% | $6,689-39.6% |
| Admin fee / account holder | $2,019 | $13,353-84.9% | $9,460-78.7% | $13,390-84.9% |