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 | $71,876 | $103,392-30.5% | $87,104-17.5% | $152,897-53.0% |
| Participation rate | 66.7% | 79.4%-12.7pp | 76.9%-10.2pp | 82.5%-15.8pp |
| Annual return | 1.99% | 28.10%-26.1pp | 28.19%-26.2pp | 345.43%-343.4pp |
| Employer contribution / active EE | $1,641 | $3,221-49.0% | $2,521-34.9% | $4,764-65.5% |
| Participant deferral / active EE | $1,893 | $4,778-60.4% | $4,048-53.2% | $5,851-67.7% |
| Admin fee / account holder | $11,554 | $12,194-5.2% | $7,491+54.2% | $11,599-0.4% |