Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $50,235 | $53,832-6.7% | $75,702-33.6% | $85,854-41.5% |
| Participation rate | 14.7% | 69.1%-54.4pp | 74.8%-60.1pp | 69.3%-54.6pp |
| Annual return | 11.14% | 24.55%-13.4pp | 104.56%-93.4pp | 318.56%-307.4pp |
| Employer contribution / active EE | $0 | $2,018-100.0% | $2,743-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $950 | $2,896-67.2% | $3,822-75.1% | $3,952-76.0% |
| Admin fee / account holder | $3,800 | $3,341+13.7% | $3,619+5.0% | $6,260-39.3% |