Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $89,091 | $99,875-10.8% | $146,866-39.3% | $86,983+2.4% |
| Participation rate | 51.7% | 75.8%-24.1pp | 82.5%-30.8pp | 69.5%-17.8pp |
| Annual return | 11.29% | 28.10%-16.8pp | 102.85%-91.6pp | 25.83%-14.5pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,425-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $8,280 | $6,322+31.0% | $7,759+6.7% | $4,194+97.4% |
| Admin fee / account holder | $3,383 | $7,838-56.8% | $13,620-75.2% | $7,856-56.9% |