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 | $81,686 | $211,239-61.3% | $178,528-54.2% | $145,877-44.0% |
| Participation rate | 23.8% | 80.8%-57.0pp | 77.1%-53.3pp | 80.3%-56.5pp |
| Annual return | 6.37% | 30.22%-23.8pp | 27.11%-20.7pp | 551.28%-544.9pp |
| Employer contribution / active EE | $0 | $4,570-100.0% | $3,950-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,531 | $6,963-78.0% | $6,278-75.6% | $6,691-77.1% |
| Admin fee / account holder | $58,999 | $12,095+387.8% | $10,419+466.3% | $13,402+340.2% |