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 | $111,567 | $107,809+3.5% | $97,032+15.0% | $155,188-28.1% |
| Participation rate | 46.2% | 75.5%-29.3pp | 71.6%-25.4pp | 80.8%-34.6pp |
| Annual return | -6.62% | 38.06%-44.7pp | 35.38%-42.0pp | 148.84%-155.5pp |
| Employer contribution / active EE | $1,474 | $2,911-49.4% | $2,629-43.9% | $4,248-65.3% |
| Participant deferral / active EE | $2,675 | $5,129-47.9% | $4,672-42.8% | $6,531-59.0% |
| Admin fee / account holder | $25,767 | $10,717+140.4% | $9,418+173.6% | $14,480+78.0% |