Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $45,781 | $160,040-71.4% | $147,096-68.9% | $145,877-68.6% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 7.80% | 98.49%-90.7pp | 419.75%-412.0pp | 551.28%-543.5pp |
| Employer contribution / active EE | $1,669 | $5,289-68.4% | $4,936-66.2% | $4,663-64.2% |
| Participant deferral / active EE | $8,510 | $8,429+1.0% | $8,071+5.4% | $6,691+27.2% |
| Admin fee / account holder | $2,139 | $15,050-85.8% | $13,005-83.5% | $13,402-84.0% |