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 | $159,950 | $183,592-12.9% | $155,574+2.8% | $145,877+9.6% |
| Participation rate | 28.6% | 82.7%-54.1pp | 78.2%-49.6pp | 80.3%-51.7pp |
| Annual return | 7.96% | 61.37%-53.4pp | 64.87%-56.9pp | 551.28%-543.3pp |
| Employer contribution / active EE | $1,638 | $5,317-69.2% | $4,676-65.0% | $4,663-64.9% |
| Participant deferral / active EE | $8,714 | $6,466+34.8% | $5,629+54.8% | $6,691+30.2% |
| Admin fee / account holder | $1,396 | $19,316-92.8% | $15,914-91.2% | $13,402-89.6% |