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 | $55,677 | $152,592-63.5% | $125,180-55.5% | $152,885-63.6% |
| Participation rate | 69.2% | 83.3%-14.1pp | 79.8%-10.6pp | 82.5%-13.2pp |
| Annual return | 2.18% | 54.84%-52.7pp | 43.79%-41.6pp | 345.39%-343.2pp |
| Employer contribution / active EE | $1,841 | $4,947-62.8% | $3,866-52.4% | $4,763-61.4% |
| Participant deferral / active EE | $5,725 | $5,868-2.4% | $4,937+16.0% | $5,851-2.1% |
| Admin fee / account holder | $945 | $13,435-93.0% | $9,703-90.3% | $11,598-91.9% |