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 | $146,145 | $183,627-20.4% | $155,602-6.1% | $145,978+0.1% |
| Participation rate | 44.4% | 82.7%-38.2pp | 78.2%-33.8pp | 80.3%-35.8pp |
| Annual return | 7.90% | 61.32%-53.4pp | 64.81%-56.9pp | 550.52%-542.6pp |
| Employer contribution / active EE | $1,449 | $5,316-72.7% | $4,675-69.0% | $4,662-68.9% |
| Participant deferral / active EE | $5,695 | $6,466-11.9% | $5,629+1.2% | $6,690-14.9% |
| Admin fee / account holder | $823 | $19,327-95.7% | $15,923-94.8% | $13,400-93.9% |