Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $96,817 | $211,288-54.2% | $178,540-45.8% | $145,884-33.6% |
| Participation rate | 62.5% | 80.8%-18.3pp | 77.1%-14.6pp | 80.3%-17.8pp |
| Annual return | 5.05% | 30.27%-25.2pp | 27.15%-22.1pp | 551.85%-546.8pp |
| Employer contribution / active EE | $1,479 | $4,574-67.7% | $3,953-62.6% | $4,662-68.3% |
| Participant deferral / active EE | $8,302 | $6,967+19.2% | $6,281+32.2% | $6,690+24.1% |
| Admin fee / account holder | $362 | $12,105-97.0% | $10,424-96.5% | $13,392-97.3% |