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 | $38,228 | $148,629-74.3% | $135,982-71.9% | $139,487-72.6% |
| Participation rate | 54.5% | 83.9%-29.3pp | 81.9%-27.4pp | 80.3%-25.8pp |
| Annual return | 9.55% | 79.33%-69.8pp | 68.32%-58.8pp | 373.84%-364.3pp |
| Employer contribution / active EE | $2,174 | $5,247-58.6% | $4,859-55.3% | $4,755-54.3% |
| Participant deferral / active EE | $5,944 | $8,102-26.6% | $7,760-23.4% | $6,713-11.5% |
| Admin fee / account holder | $4,560 | $12,406-63.2% | $10,767-57.6% | $11,407-60.0% |