Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $48,851 | $88,672-44.9% | $105,223-53.6% | $82,448-40.7% |
| Participation rate | 60.5% | 67.9%-7.4pp | 75.0%-14.5pp | 68.1%-7.5pp |
| Annual return | 11.78% | 30.86%-19.1pp | 180.65%-168.9pp | 41.64%-29.9pp |
| Employer contribution / active EE | $888 | $3,048-70.9% | $3,689-75.9% | $2,551-65.2% |
| Participant deferral / active EE | $2,320 | $4,036-42.5% | $5,072-54.3% | $4,139-44.0% |
| Admin fee / account holder | $4,046 | $7,146-43.4% | $8,859-54.3% | $7,234-44.1% |