Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $56,385 | $77,814-27.5% | $158,223-64.4% | $86,983-35.2% |
| Participation rate | 60.3% | 68.4%-8.2pp | 79.2%-18.9pp | 69.5%-9.3pp |
| Annual return | 11.35% | 30.54%-19.2pp | 52.09%-40.7pp | 25.83%-14.5pp |
| Employer contribution / active EE | $1,832 | $2,592-29.3% | $4,109-55.4% | $2,584-29.1% |
| Participant deferral / active EE | $2,723 | $3,270-16.7% | $5,467-50.2% | $4,194-35.1% |
| Admin fee / account holder | $1,739 | $5,879-70.4% | $16,047-89.2% | $7,856-77.9% |