Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $68,240 | $108,825-37.3% | $156,181-56.3% | $82,448-17.2% |
| Participation rate | 52.0% | 72.4%-20.4pp | 78.8%-26.8pp | 68.1%-16.1pp |
| Annual return | 11.64% | 20.59%-8.9pp | 64.87%-53.2pp | 41.64%-30.0pp |
| Employer contribution / active EE | $1,214 | $2,870-57.7% | $4,294-71.7% | $2,551-52.4% |
| Participant deferral / active EE | $4,583 | $4,577+0.1% | $6,132-25.3% | $4,139+10.7% |
| Admin fee / account holder | $7,864 | $9,341-15.8% | $14,586-46.1% | $7,234+8.7% |