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 | $129,776 | $172,111-24.6% | $150,298-13.7% | $137,256-5.4% |
| Participation rate | 52.2% | 81.7%-29.5pp | 77.8%-25.6pp | 80.0%-27.8pp |
| Annual return | 10.02% | 69.37%-59.4pp | 62.79%-52.8pp | 220.34%-210.3pp |
| Employer contribution / active EE | $0 | $4,636-100.0% | $4,154-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,723 | $6,166-72.0% | $5,453-68.4% | $6,407-73.1% |
| Admin fee / account holder | $5,330 | $16,471-67.6% | $14,116-62.2% | $12,270-56.6% |