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 | $49,834 | $99,994-50.2% | $146,647-66.0% | $85,851-42.0% |
| Participation rate | 64.6% | 73.1%-8.5pp | 80.1%-15.5pp | 69.3%-4.7pp |
| Annual return | 8.35% | 18.93%-10.6pp | 22.75%-14.4pp | 318.63%-310.3pp |
| Employer contribution / active EE | $1,483 | $2,559-42.0% | $4,137-64.1% | $2,565-42.2% |
| Participant deferral / active EE | $3,168 | $4,006-20.9% | $5,506-42.5% | $3,952-19.8% |
| Admin fee / account holder | $11,239 | $7,703+45.9% | $10,281+9.3% | $6,261+79.5% |