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 | $57,467 | $96,731-40.6% | $123,973-53.6% | $86,983-33.9% |
| Participation rate | 60.7% | 70.0%-9.3pp | 76.7%-15.9pp | 69.5%-8.8pp |
| Annual return | 6.37% | 17.33%-11.0pp | 388.13%-381.8pp | 25.83%-19.5pp |
| Employer contribution / active EE | $3,097 | $3,297-6.1% | $4,126-24.9% | $2,584+19.8% |
| Participant deferral / active EE | $7,802 | $4,152+87.9% | $5,247+48.7% | $4,194+86.0% |
| Admin fee / account holder | $13,595 | $8,722+55.9% | $11,799+15.2% | $7,856+73.1% |