Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $55,932 | $148,629-62.4% | $135,982-58.9% | $139,487-59.9% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.3pp | 80.3%-13.7pp |
| Annual return | 9.39% | 79.33%-69.9pp | 68.32%-58.9pp | 373.84%-364.5pp |
| Employer contribution / active EE | $1,827 | $5,247-65.2% | $4,859-62.4% | $4,755-61.6% |
| Participant deferral / active EE | $5,764 | $8,102-28.9% | $7,760-25.7% | $6,713-14.1% |
| Admin fee / account holder | $1,067 | $12,406-91.4% | $10,767-90.1% | $11,407-90.6% |