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 | $53,841-6.7% | $75,731-33.7% | $85,851-41.5% |
| Participation rate | 14.7% | 69.0%-54.3pp | 74.8%-60.1pp | 69.3%-54.6pp |
| Annual return | 11.14% | 24.54%-13.4pp | 104.65%-93.5pp | 318.63%-307.5pp |
| Employer contribution / active EE | $0 | $2,017-100.0% | $2,743-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $950 | $2,895-67.2% | $3,820-75.1% | $3,952-76.0% |
| Admin fee / account holder | $3,800 | $3,340+13.8% | $3,620+5.0% | $6,261-39.3% |