Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $37,995 | $172,111-77.9% | $150,298-74.7% | $137,256-72.3% |
| Participation rate | 54.5% | 81.7%-27.2pp | 77.8%-23.2pp | 80.0%-25.4pp |
| Annual return | 9.87% | 69.37%-59.5pp | 62.79%-52.9pp | 220.34%-210.5pp |
| Employer contribution / active EE | $2,002 | $4,636-56.8% | $4,154-51.8% | $4,156-51.8% |
| Participant deferral / active EE | $1,977 | $6,166-67.9% | $5,453-63.8% | $6,407-69.1% |
| Admin fee / account holder | $9,119 | $16,471-44.6% | $14,116-35.4% | $12,270-25.7% |