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 | $57,532 | $88,672-35.1% | $105,223-45.3% | $82,448-30.2% |
| Participation rate | 68.2% | 67.9%+0.3pp | 75.0%-6.9pp | 68.1%+0.1pp |
| Annual return | 11.52% | 30.86%-19.3pp | 180.65%-169.1pp | 41.64%-30.1pp |
| Employer contribution / active EE | $2,288 | $3,048-24.9% | $3,689-38.0% | $2,551-10.3% |
| Participant deferral / active EE | $5,094 | $4,036+26.2% | $5,072+0.4% | $4,139+23.1% |
| Admin fee / account holder | $4,530 | $7,146-36.6% | $8,859-48.9% | $7,234-37.4% |