Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $106,155 | $110,410-3.9% | $102,437+3.6% | $145,897-27.2% |
| Participation rate | 33.3% | 77.9%-44.6pp | 74.5%-41.2pp | 80.3%-47.0pp |
| Annual return | 8.73% | 24.85%-16.1pp | 24.95%-16.2pp | 552.29%-543.6pp |
| Employer contribution / active EE | $1,128 | $4,217-73.2% | $3,871-70.9% | $4,663-75.8% |
| Participant deferral / active EE | $3,454 | $5,622-38.6% | $5,060-31.7% | $6,689-48.4% |
| Admin fee / account holder | $633 | $9,745-93.5% | $8,388-92.5% | $13,390-95.3% |