Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $48,707 | $111,814-56.4% | $103,374-52.9% | $145,959-66.6% |
| Participation rate | 63.6% | 77.9%-14.3pp | 74.5%-10.9pp | 80.3%-16.6pp |
| Annual return | 7.85% | 24.77%-16.9pp | 24.89%-17.0pp | 561.95%-554.1pp |
| Employer contribution / active EE | $2,058 | $4,214-51.2% | $3,869-46.8% | $4,661-55.9% |
| Participant deferral / active EE | $8,393 | $5,618+49.4% | $5,058+65.9% | $6,689+25.5% |
| Admin fee / account holder | $34,775 | $9,754+256.5% | $8,394+314.3% | $13,398+159.6% |