Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $56,498 | $55,889+1.1% | $76,119-25.8% | $80,935-30.2% |
| Participation rate | 40.6% | 62.1%-21.5pp | 69.1%-28.5pp | 67.7%-27.1pp |
| Annual return | 9.21% | 20.58%-11.4pp | 361.25%-352.0pp | 35.66%-26.4pp |
| Employer contribution / active EE | $0 | $1,866-100.0% | $2,693-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,993 | $3,051-34.7% | $4,259-53.2% | $4,299-53.6% |
| Admin fee / account holder | $5,841 | $5,241+11.4% | $6,421-9.0% | $6,924-15.6% |