Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $115,421 | $185,312-37.7% | $161,489-28.5% | $154,746-25.4% |
| Participation rate | 37.5% | 82.5%-45.0pp | 78.7%-41.2pp | 80.7%-43.2pp |
| Annual return | -0.50% | 103.84%-104.3pp | 89.72%-90.2pp | 172.34%-172.8pp |
| Employer contribution / active EE | $2,211 | $4,769-53.6% | $4,268-48.2% | $4,379-49.5% |
| Participant deferral / active EE | $3,100 | $6,350-51.2% | $5,630-44.9% | $6,730-53.9% |
| Admin fee / account holder | $1,659 | $18,654-91.1% | $16,006-89.6% | $14,365-88.4% |