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 | $100,958 | $110,379-8.5% | $102,412-1.4% | $145,884-30.8% |
| Participation rate | 27.3% | 77.9%-50.7pp | 74.5%-47.2pp | 80.3%-53.0pp |
| Annual return | 6.78% | 24.84%-18.1pp | 24.94%-18.2pp | 551.85%-545.1pp |
| Employer contribution / active EE | $899 | $4,216-78.7% | $3,870-76.8% | $4,662-80.7% |
| Participant deferral / active EE | $3,380 | $5,622-39.9% | $5,060-33.2% | $6,690-49.5% |
| Admin fee / account holder | $2,030 | $9,745-79.2% | $8,388-75.8% | $13,392-84.8% |