Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $44,153 | $71,197-38.0% | $93,669-52.9% | $80,925-45.4% |
| Participation rate | 44.1% | 60.4%-16.3pp | 68.7%-24.6pp | 67.7%-23.5pp |
| Annual return | 7.85% | 11.27%-3.4pp | 133.59%-125.7pp | 35.65%-27.8pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,424-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,887 | $4,036-28.5% | $4,416-34.6% | $4,299-32.8% |
| Admin fee / account holder | $5,391 | $6,959-22.5% | $8,291-35.0% | $6,940-22.3% |