Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $41,094 | $183,539-77.6% | $155,556-73.6% | $145,897-71.8% |
| Participation rate | 62.5% | 82.7%-20.2pp | 78.2%-15.7pp | 80.3%-17.8pp |
| Annual return | 6.36% | 61.31%-54.9pp | 64.84%-58.5pp | 552.29%-545.9pp |
| Employer contribution / active EE | $3,997 | $5,315-24.8% | $4,675-14.5% | $4,663-14.3% |
| Participant deferral / active EE | $5,635 | $6,467-12.9% | $5,631+0.1% | $6,689-15.8% |
| Admin fee / account holder | $691 | $19,275-96.4% | $15,885-95.7% | $13,390-94.8% |