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 | $90,618 | $101,763-11.0% | $164,866-45.0% | $80,874+12.0% |
| Participation rate | 55.6% | 71.8%-16.3pp | 78.6%-23.1pp | 67.6%-12.1pp |
| Annual return | 10.01% | 16.73%-6.7pp | 69.97%-60.0pp | 35.62%-25.6pp |
| Employer contribution / active EE | $1,883 | $2,954-36.3% | $4,343-56.6% | $2,756-31.7% |
| Participant deferral / active EE | $6,483 | $4,477+44.8% | $6,033+7.5% | $4,297+50.9% |
| Admin fee / account holder | $11,304 | $8,228+37.4% | $12,689-10.9% | $6,935+63.0% |