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 | $69,938 | $59,440+17.7% | $78,004-10.3% | $82,637-15.4% |
| Participation rate | 46.4% | 62.8%-16.4pp | 69.4%-23.0pp | 68.1%-21.6pp |
| Annual return | 12.92% | 40.24%-27.3pp | 31.07%-18.2pp | 53.51%-40.6pp |
| Employer contribution / active EE | $1,041 | $1,750-40.5% | $2,469-57.8% | $2,552-59.2% |
| Participant deferral / active EE | $2,589 | $3,138-17.5% | $4,092-36.7% | $4,126-37.3% |
| Admin fee / account holder | $1,313 | $5,504-76.1% | $7,578-82.7% | $7,339-82.1% |