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 | $94,606 | $74,535+26.9% | $100,712-6.1% | $82,637+14.5% |
| Participation rate | 47.1% | 61.2%-14.1pp | 69.3%-22.2pp | 68.1%-21.0pp |
| Annual return | 7.42% | 18.92%-11.5pp | 33.27%-25.8pp | 53.51%-46.1pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $2,313-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $3,928 | $3,074+27.8% | $4,085-3.8% | $4,126-4.8% |
| Admin fee / account holder | $3,392 | $6,576-48.4% | $9,256-63.4% | $7,339-53.8% |