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 | $60,236 | $105,284-42.8% | $150,734-60.0% | $94,015-35.9% |
| Participation rate | 66.7% | 71.7%-5.1pp | 78.4%-11.8pp | 70.8%-4.2pp |
| Annual return | 5.76% | 15.67%-9.9pp | 600.81%-595.0pp | 17.84%-12.1pp |
| Employer contribution / active EE | $1,472 | $3,599-59.1% | $4,918-70.1% | $2,790-47.2% |
| Participant deferral / active EE | $2,151 | $4,274-49.7% | $5,610-61.7% | $4,249-49.4% |
| Admin fee / account holder | $5,870 | $9,839-40.3% | $14,905-60.6% | $8,951-34.4% |