Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $58,145 | $183,539-68.3% | $155,556-62.6% | $145,897-60.1% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 5.71% | 61.31%-55.6pp | 64.84%-59.1pp | 552.29%-546.6pp |
| Employer contribution / active EE | $1,499 | $5,315-71.8% | $4,675-67.9% | $4,663-67.9% |
| Participant deferral / active EE | $2,636 | $6,467-59.2% | $5,631-53.2% | $6,689-60.6% |
| Admin fee / account holder | $3,417 | $19,275-82.3% | $15,885-78.5% | $13,390-74.5% |