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 | $44,584 | $91,198-51.1% | $178,503-75.0% | $79,856-44.2% |
| Participation rate | 66.7% | 69.2%-2.5pp | 81.9%-15.3pp | 69.6%-3.0pp |
| Annual return | 1.96% | 24.20%-22.2pp | 151.12%-149.2pp | 31.71%-29.8pp |
| Employer contribution / active EE | $1,497 | $3,257-54.0% | $5,011-70.1% | $2,471-39.4% |
| Participant deferral / active EE | $2,533 | $3,237-21.8% | $5,202-51.3% | $3,741-32.3% |
| Admin fee / account holder | $5,431 | $6,748-19.5% | $13,987-61.2% | $5,306+2.3% |