Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $28,649 | $201,264-85.8% | $184,185-84.4% | $145,978-80.4% |
| Participation rate | 37.5% | 87.5%-50.0pp | 86.8%-49.3pp | 80.3%-42.8pp |
| Annual return | 8.71% | 29.00%-20.3pp | 28.81%-20.1pp | 550.52%-541.8pp |
| Employer contribution / active EE | $3,280 | $7,021-53.3% | $6,426-49.0% | $4,662-29.6% |
| Participant deferral / active EE | $6,003 | $9,806-38.8% | $9,132-34.3% | $6,690-10.3% |
| Admin fee / account holder | $932 | $16,376-94.3% | $13,909-93.3% | $13,400-93.0% |