Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $50,655 | $166,131-69.5% | $164,975-69.3% | $145,877-65.3% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.6%-28.6pp | 80.3%-30.3pp |
| Annual return | 7.20% | 100.37%-93.2pp | 70.12%-62.9pp | 551.28%-544.1pp |
| Employer contribution / active EE | $4,071 | $5,276-22.8% | $4,343-6.3% | $4,663-12.7% |
| Participant deferral / active EE | $12,154 | $6,962+74.6% | $6,033+101.4% | $6,691+81.7% |
| Admin fee / account holder | $33,206 | $16,648+99.5% | $12,688+161.7% | $13,402+147.8% |