Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $83,436 | $110,379-24.4% | $102,412-18.5% | $145,884-42.8% |
| Participation rate | 46.2% | 77.9%-31.8pp | 74.5%-28.3pp | 80.3%-34.1pp |
| Annual return | 8.41% | 24.84%-16.4pp | 24.94%-16.5pp | 551.85%-543.4pp |
| Employer contribution / active EE | $1,747 | $4,216-58.6% | $3,870-54.9% | $4,662-62.5% |
| Participant deferral / active EE | $4,481 | $5,622-20.3% | $5,060-11.4% | $6,690-33.0% |
| Admin fee / account holder | $1,429 | $9,745-85.3% | $8,388-83.0% | $13,392-89.3% |