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 | $121,857 | $135,956-10.4% | $123,894-1.6% | $273,972-55.5% |
| Participation rate | 68.4% | 84.1%-15.6pp | 81.4%-13.0pp | 83.0%-14.6pp |
| Annual return | 2.30% | 56.63%-54.3pp | 47.52%-45.2pp | 41.46%-39.2pp |
| Employer contribution / active EE | $2,810 | $5,170-45.6% | $4,617-39.1% | $4,869-42.3% |
| Participant deferral / active EE | $5,788 | $6,343-8.7% | $5,984-3.3% | $5,287+9.5% |
| Admin fee / account holder | $2,990 | $9,817-69.5% | $8,357-64.2% | $10,133-70.5% |