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 | $81,446+3.7% | $103,374-18.3% | $80,874+4.5% |
| Participation rate | 14.6% | 66.9%-52.2pp | 74.5%-59.9pp | 67.6%-53.0pp |
| Annual return | 10.32% | 25.57%-15.2pp | 24.89%-14.6pp | 35.62%-25.3pp |
| Employer contribution / active EE | $969 | $3,107-68.8% | $3,869-74.9% | $2,756-64.8% |
| Participant deferral / active EE | $1,981 | $3,870-48.8% | $5,058-60.8% | $4,297-53.9% |
| Admin fee / account holder | $1,394 | $6,715-79.2% | $8,394-83.4% | $6,935-79.9% |