Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $49,388 | $110,379-55.3% | $102,412-51.8% | $145,884-66.1% |
| Participation rate | 62.5% | 77.9%-15.4pp | 74.5%-12.0pp | 80.3%-17.8pp |
| Annual return | 8.91% | 24.84%-15.9pp | 24.94%-16.0pp | 551.85%-542.9pp |
| Employer contribution / active EE | $1,707 | $4,216-59.5% | $3,870-55.9% | $4,662-63.4% |
| Participant deferral / active EE | $5,850 | $5,622+4.1% | $5,060+15.6% | $6,690-12.5% |
| Admin fee / account holder | $10,774 | $9,745+10.6% | $8,388+28.5% | $13,392-19.5% |