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 | $150,498 | $117,895+27.7% | $102,460+46.9% | $145,897+3.2% |
| Participation rate | 27.3% | 78.6%-51.4pp | 76.5%-49.2pp | 80.3%-53.0pp |
| Annual return | 4.65% | 31.92%-27.3pp | 29.47%-24.8pp | 552.29%-547.6pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $3,025-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,932 | $5,736-14.0% | $5,056-2.5% | $6,689-26.3% |
| Admin fee / account holder | $370 | $13,353-97.2% | $9,460-96.1% | $13,390-97.2% |