Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $22,700 | $148,629-84.7% | $135,982-83.3% | $139,487-83.7% |
| Participation rate | 64.3% | 83.9%-19.6pp | 81.9%-17.6pp | 80.3%-16.1pp |
| Annual return | 10.47% | 79.33%-68.9pp | 68.32%-57.9pp | 373.84%-363.4pp |
| Employer contribution / active EE | $1,468 | $5,247-72.0% | $4,859-69.8% | $4,755-69.1% |
| Participant deferral / active EE | $5,371 | $8,102-33.7% | $7,760-30.8% | $6,713-20.0% |
| Admin fee / account holder | $605 | $12,406-95.1% | $10,767-94.4% | $11,407-94.7% |