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 | $69,446 | $73,497-5.5% | $67,221+3.3% | $73,497-5.5% |
| Participation rate | 56.2% | 70.7%-14.5pp | 79.4%-23.2pp | 70.7%-14.5pp |
| Annual return | 10.98% | 28.51%-17.5pp | 20.72%-9.7pp | 28.51%-17.5pp |
| Employer contribution / active EE | $1,945 | $2,270-14.3% | $3,723-47.8% | $2,270-14.3% |
| Participant deferral / active EE | $2,486 | $3,740-33.5% | $4,384-43.3% | $3,740-33.5% |
| Admin fee / account holder | $2,951 | $513+475.2% | $5,844-49.5% | $513+475.2% |