Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $12,467 | $115,225-89.2% | $100,712-87.6% | $138,895-91.0% |
| Participation rate | 58.8% | 74.3%-15.5pp | 69.3%-10.5pp | 79.9%-21.1pp |
| Annual return | 7.29% | 40.35%-33.1pp | 33.27%-26.0pp | 145.39%-138.1pp |
| Employer contribution / active EE | $0 | $2,771-100.0% | $2,313-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,365 | $4,699-49.7% | $4,085-42.1% | $6,396-63.0% |
| Admin fee / account holder | $1,204 | $10,844-88.9% | $9,256-87.0% | $12,562-90.4% |