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 | $83,755 | $83,898-0.2% | $133,346-37.2% | $94,015-10.9% |
| Participation rate | 46.1% | 63.4%-17.3pp | 72.8%-26.8pp | 70.8%-24.8pp |
| Annual return | 8.37% | 16.00%-7.6pp | 36.85%-28.5pp | 17.84%-9.5pp |
| Employer contribution / active EE | $0 | $1,821-100.0% | $2,853-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $2,466 | $3,245-24.0% | $4,332-43.1% | $4,249-42.0% |
| Admin fee / account holder | $1,377 | $7,809-82.4% | $14,264-90.3% | $8,951-84.6% |