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 | $206,485 | $60,442+241.6% | $96,754+113.4% | $87,485+136.0% |
| Participation rate | 11.4% | 58.7%-47.3pp | 70.3%-58.8pp | 68.9%-57.5pp |
| Annual return | 10.80% | 21.97%-11.2pp | 82.04%-71.2pp | 26.06%-15.3pp |
| Employer contribution / active EE | $415 | $1,691-75.5% | $2,679-84.5% | $2,596-84.0% |
| Participant deferral / active EE | $2,343 | $3,280-28.6% | $4,758-50.8% | $4,274-45.2% |
| Admin fee / account holder | $927 | $5,069-81.7% | $8,905-89.6% | $7,775-88.1% |