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 | $53,817 | $154,228-65.1% | $145,433-63.0% | $137,256-60.8% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 8.00% | 74.59%-66.6pp | 66.58%-58.6pp | 220.34%-212.3pp |
| Employer contribution / active EE | $12,233 | $4,804+154.6% | $4,554+168.6% | $4,156+194.3% |
| Participant deferral / active EE | $16,300 | $8,216+98.4% | $7,897+106.4% | $6,407+154.4% |
| Admin fee / account holder | $19,142 | $14,344+33.5% | $13,129+45.8% | $12,270+56.0% |