Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $68,843 | $106,749-35.5% | $145,433-52.7% | $82,448-16.5% |
| Participation rate | 50.6% | 75.6%-25.0pp | 82.1%-31.5pp | 68.1%-17.5pp |
| Annual return | 13.67% | 27.59%-13.9pp | 66.58%-52.9pp | 41.64%-28.0pp |
| Employer contribution / active EE | $1,949 | $3,444-43.4% | $4,554-57.2% | $2,551-23.6% |
| Participant deferral / active EE | $4,500 | $6,519-31.0% | $7,897-43.0% | $4,139+8.7% |
| Admin fee / account holder | $8,221 | $8,390-2.0% | $13,129-37.4% | $7,234+13.6% |