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 | $58,408 | $162,136-64.0% | $152,301-61.6% | $154,746-62.3% |
| Participation rate | 40.9% | 84.1%-43.2pp | 82.4%-41.5pp | 80.7%-39.8pp |
| Annual return | 10.52% | 91.02%-80.5pp | 80.50%-70.0pp | 172.34%-161.8pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $6,488 | $8,341-22.2% | $8,004-18.9% | $6,730-3.6% |
| Admin fee / account holder | $25,653 | $15,759+62.8% | $14,398+78.2% | $14,365+78.6% |