Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $112,477 | $61,787+82.0% | $97,197+15.7% | $80,925+39.0% |
| Participation rate | 40.0% | 63.5%-23.5pp | 72.7%-32.7pp | 67.7%-27.7pp |
| Annual return | 8.42% | -558.16%+566.6pp | 75.47%-67.0pp | 35.65%-27.2pp |
| Employer contribution / active EE | $744 | $1,836-59.5% | $2,723-72.7% | $2,756-73.0% |
| Participant deferral / active EE | $3,249 | $3,027+7.3% | $4,263-23.8% | $4,299-24.4% |
| Admin fee / account holder | $2,096 | $5,170-59.4% | $5,637-62.8% | $6,940-69.8% |