Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $96,363 | $172,111-44.0% | $150,298-35.9% | $137,256-29.8% |
| Participation rate | 52.9% | 81.7%-28.8pp | 77.8%-24.8pp | 80.0%-27.0pp |
| Annual return | 9.99% | 69.37%-59.4pp | 62.79%-52.8pp | 220.34%-210.3pp |
| Employer contribution / active EE | $1,532 | $4,636-66.9% | $4,154-63.1% | $4,156-63.1% |
| Participant deferral / active EE | $3,097 | $6,166-49.8% | $5,453-43.2% | $6,407-51.7% |
| Admin fee / account holder | $17,151 | $16,471+4.1% | $14,116+21.5% | $12,270+39.8% |