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 | $76,646 | $105,284-27.2% | $150,734-49.2% | $94,015-18.5% |
| Participation rate | 60.0% | 71.7%-11.7pp | 78.4%-18.4pp | 70.8%-10.8pp |
| Annual return | 4.16% | 15.67%-11.5pp | 600.81%-596.6pp | 17.84%-13.7pp |
| Employer contribution / active EE | $2,008 | $3,599-44.2% | $4,918-59.2% | $2,790-28.0% |
| Participant deferral / active EE | $5,941 | $4,274+39.0% | $5,610+5.9% | $4,249+39.8% |
| Admin fee / account holder | $626 | $9,839-93.6% | $14,905-95.8% | $8,951-93.0% |