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 | $28,756 | $51,638-44.3% | $68,368-57.9% | $82,448-65.1% |
| Participation rate | 48.6% | 63.6%-15.0pp | 73.8%-25.1pp | 68.1%-19.4pp |
| Annual return | 12.14% | 37.53%-25.4pp | 292.57%-280.4pp | 41.64%-29.5pp |
| Employer contribution / active EE | $1,730 | $2,047-15.5% | $2,649-34.7% | $2,551-32.2% |
| Participant deferral / active EE | $2,117 | $2,914-27.3% | $4,123-48.6% | $4,139-48.8% |
| Admin fee / account holder | $2,552 | $4,643-45.0% | $5,150-50.4% | $7,234-64.7% |