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 | $40,570 | $110,410-63.3% | $102,437-60.4% | $145,897-72.2% |
| Participation rate | 23.8% | 77.9%-54.1pp | 74.5%-50.7pp | 80.3%-56.5pp |
| Annual return | 8.50% | 24.85%-16.3pp | 24.95%-16.4pp | 552.29%-543.8pp |
| Employer contribution / active EE | $917 | $4,217-78.3% | $3,871-76.3% | $4,663-80.3% |
| Participant deferral / active EE | $2,322 | $5,622-58.7% | $5,060-54.1% | $6,689-65.3% |
| Admin fee / account holder | $2,441 | $9,745-75.0% | $8,388-70.9% | $13,390-81.8% |