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 | $84,480 | $81,487+3.7% | $102,412-17.5% | $80,935+4.4% |
| Participation rate | 14.6% | 66.8%-52.2pp | 74.5%-59.9pp | 67.7%-53.0pp |
| Annual return | 10.32% | 25.60%-15.3pp | 24.94%-14.6pp | 35.66%-25.3pp |
| Employer contribution / active EE | $969 | $3,103-68.8% | $3,870-75.0% | $2,757-64.8% |
| Participant deferral / active EE | $1,981 | $3,871-48.8% | $5,060-60.9% | $4,299-53.9% |
| Admin fee / account holder | $1,394 | $6,717-79.2% | $8,388-83.4% | $6,924-79.9% |