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 | $152,336 | $67,602+125.3% | $82,312+85.1% | $70,126+117.2% |
| Participation rate | 46.0% | 72.8%-26.8pp | 76.9%-30.9pp | 69.5%-23.5pp |
| Annual return | 12.06% | 21.57%-9.5pp | 25.88%-13.8pp | 73.15%-61.1pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,602 | $2,987-46.4% | $3,706-56.8% | $3,332-51.9% |
| Admin fee / account holder | $9,354 | $4,512+107.3% | $5,608+66.8% | $4,645+101.4% |