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 | $129,064 | $78,707+64.0% | $117,861+9.5% | $70,126+84.0% |
| Participation rate | 22.0% | 73.2%-51.2pp | 79.7%-57.7pp | 69.5%-47.5pp |
| Annual return | 12.28% | 23.30%-11.0pp | 335.11%-322.8pp | 73.15%-60.9pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,746 | $3,297-47.1% | $4,482-61.0% | $3,332-47.6% |
| Admin fee / account holder | $579 | $5,066-88.6% | $8,021-92.8% | $4,645-87.5% |