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 | $63,171 | $97,125-35.0% | $86,233-26.7% | $137,256-54.0% |
| Participation rate | 35.7% | 74.2%-38.5pp | 69.0%-33.3pp | 80.0%-44.2pp |
| Annual return | 5.61% | 74.19%-68.6pp | 61.39%-55.8pp | 220.34%-214.7pp |
| Employer contribution / active EE | $924 | $2,841-67.5% | $2,504-63.1% | $4,156-77.8% |
| Participant deferral / active EE | $3,349 | $5,180-35.3% | $4,559-26.5% | $6,407-47.7% |
| Admin fee / account holder | $1,248 | $9,725-87.2% | $8,342-85.0% | $12,270-89.8% |