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 | $62,762 | $70,418-10.9% | $96,570-35.0% | $85,847-26.9% |
| Participation rate | 44.3% | 61.8%-17.5pp | 69.8%-25.6pp | 69.3%-25.1pp |
| Annual return | 10.22% | 18.59%-8.4pp | 37.79%-27.6pp | 318.61%-308.4pp |
| Employer contribution / active EE | $1,356 | $1,413-4.1% | $2,357-42.5% | $2,565-47.1% |
| Participant deferral / active EE | $2,045 | $2,894-29.3% | $3,849-46.9% | $3,952-48.2% |
| Admin fee / account holder | $6,136 | $4,995+22.8% | $6,182-0.8% | $6,261-2.0% |