Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $81,597 | $211,224-61.4% | $178,505-54.3% | $145,897-44.1% |
| Participation rate | 37.5% | 80.8%-43.3pp | 77.1%-39.6pp | 80.3%-42.8pp |
| Annual return | 5.80% | 30.28%-24.5pp | 27.16%-21.4pp | 552.29%-546.5pp |
| Employer contribution / active EE | $1,552 | $4,577-66.1% | $3,955-60.8% | $4,663-66.7% |
| Participant deferral / active EE | $4,356 | $6,966-37.5% | $6,280-30.6% | $6,689-34.9% |
| Admin fee / account holder | $2,950 | $12,109-75.6% | $10,428-71.7% | $13,390-78.0% |