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 | $56,475 | $135,956-58.5% | $123,894-54.4% | $273,972-79.4% |
| Participation rate | 50.0% | 84.1%-34.1pp | 81.4%-31.4pp | 83.0%-33.0pp |
| Annual return | 0.35% | 56.63%-56.3pp | 47.52%-47.2pp | 41.46%-41.1pp |
| Employer contribution / active EE | $1,044 | $5,170-79.8% | $4,617-77.4% | $4,869-78.6% |
| Participant deferral / active EE | $3,194 | $6,343-49.6% | $5,984-46.6% | $5,287-39.6% |
| Admin fee / account holder | $28,298 | $9,817+188.2% | $8,357+238.6% | $10,133+179.3% |