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 | $40,032 | $166,242-75.9% | $165,071-75.7% | $145,884-72.6% |
| Participation rate | 54.5% | 82.0%-27.5pp | 78.6%-24.1pp | 80.3%-25.8pp |
| Annual return | 5.19% | 100.44%-95.3pp | 70.17%-65.0pp | 551.85%-546.7pp |
| Employer contribution / active EE | $1,356 | $5,283-74.3% | $4,347-68.8% | $4,662-70.9% |
| Participant deferral / active EE | $5,428 | $6,964-22.1% | $6,035-10.1% | $6,690-18.9% |
| Admin fee / account holder | $1,708 | $16,658-89.7% | $12,695-86.5% | $13,392-87.2% |