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 | $46,864 | $228,395-79.5% | $185,861-74.8% | $158,982-70.5% |
| Participation rate | 46.2% | 82.3%-36.2pp | 78.0%-31.9pp | 82.0%-35.8pp |
| Annual return | 3.62% | 40.82%-37.2pp | 35.96%-32.3pp | 302.99%-299.4pp |
| Employer contribution / active EE | $0 | $4,968-100.0% | $4,088-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $4,299 | $6,417-33.0% | $5,634-23.7% | $5,983-28.2% |
| Admin fee / account holder | $5,332 | $11,869-55.1% | $9,503-43.9% | $11,252-52.6% |