Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $48,555 | $62,549-22.4% | $85,705-43.3% | $85,851-43.4% |
| Participation rate | 48.3% | 61.1%-12.9pp | 69.9%-21.6pp | 69.3%-21.0pp |
| Annual return | 10.55% | 23.77%-13.2pp | 21.49%-10.9pp | 318.63%-308.1pp |
| Employer contribution / active EE | $1,392 | $1,755-20.7% | $2,619-46.8% | $2,565-45.7% |
| Participant deferral / active EE | $2,249 | $2,802-19.7% | $3,924-42.7% | $3,952-43.1% |
| Admin fee / account holder | $3,379 | $4,644-27.2% | $6,877-50.9% | $6,261-46.0% |