Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $63,535 | $88,672-28.3% | $105,223-39.6% | $82,448-22.9% |
| Participation rate | 48.9% | 67.9%-19.0pp | 75.0%-26.1pp | 68.1%-19.1pp |
| Annual return | 11.96% | 30.86%-18.9pp | 180.65%-168.7pp | 41.64%-29.7pp |
| Employer contribution / active EE | $1,290 | $3,048-57.7% | $3,689-65.0% | $2,551-49.4% |
| Participant deferral / active EE | $3,455 | $4,036-14.4% | $5,072-31.9% | $4,139-16.5% |
| Admin fee / account holder | $1,418 | $7,146-80.2% | $8,859-84.0% | $7,234-80.4% |