Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $36,367 | $155,555-76.6% | $146,866-75.2% | $155,188-76.6% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.5%-15.8pp | 80.8%-14.1pp |
| Annual return | 9.72% | 115.41%-105.7pp | 102.85%-93.1pp | 148.84%-139.1pp |
| Employer contribution / active EE | $1,873 | $4,647-59.7% | $4,425-57.7% | $4,248-55.9% |
| Participant deferral / active EE | $5,142 | $8,044-36.1% | $7,759-33.7% | $6,531-21.3% |
| Admin fee / account holder | $623 | $14,755-95.8% | $13,620-95.4% | $14,480-95.7% |