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 | $20,093 | $183,539-89.1% | $155,556-87.1% | $145,897-86.2% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 6.87% | 61.31%-54.4pp | 64.84%-58.0pp | 552.29%-545.4pp |
| Employer contribution / active EE | $3,210 | $5,315-39.6% | $4,675-31.3% | $4,663-31.2% |
| Participant deferral / active EE | $2,114 | $6,467-67.3% | $5,631-62.5% | $6,689-68.4% |
| Admin fee / account holder | $2,484 | $19,275-87.1% | $15,885-84.4% | $13,390-81.4% |