Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $44,499 | $87,132-48.9% | $105,624-57.9% | $80,959-45.0% |
| Participation rate | 52.5% | 70.4%-18.0pp | 75.3%-22.8pp | 67.7%-15.2pp |
| Annual return | 8.82% | 17.03%-8.2pp | 116.20%-107.4pp | 35.67%-26.8pp |
| Employer contribution / active EE | $1,563 | $2,397-34.8% | $3,168-50.7% | $2,757-43.3% |
| Participant deferral / active EE | $3,192 | $3,985-19.9% | $5,013-36.3% | $4,300-25.8% |
| Admin fee / account holder | $8,153 | $8,449-3.5% | $10,961-25.6% | $6,925+17.7% |