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 | $98,683 | $127,273-22.5% | $109,895-10.2% | $167,518-41.1% |
| Participation rate | 57.1% | 77.9%-20.7pp | 74.2%-17.1pp | 82.1%-25.0pp |
| Annual return | 2.06% | 22.97%-20.9pp | 29.46%-27.4pp | 478.71%-476.7pp |
| Employer contribution / active EE | $3,279 | $3,324-1.4% | $2,843+15.3% | $4,838-32.2% |
| Participant deferral / active EE | $5,138 | $4,515+13.8% | $4,049+26.9% | $6,342-19.0% |
| Admin fee / account holder | $884 | $7,117-87.6% | $6,067-85.4% | $12,312-92.8% |