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 | $43,377 | $148,629-70.8% | $135,982-68.1% | $139,487-68.9% |
| Participation rate | 60.9% | 83.9%-23.0pp | 81.9%-21.1pp | 80.3%-19.5pp |
| Annual return | 10.61% | 79.33%-68.7pp | 68.32%-57.7pp | 373.84%-363.2pp |
| Employer contribution / active EE | $1,087 | $5,247-79.3% | $4,859-77.6% | $4,755-77.1% |
| Participant deferral / active EE | $3,125 | $8,102-61.4% | $7,760-59.7% | $6,713-53.4% |
| Admin fee / account holder | $2,714 | $12,406-78.1% | $10,767-74.8% | $11,407-76.2% |