Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $54,169 | $55,889-3.1% | $76,119-28.8% | $80,935-33.1% |
| Participation rate | 33.3% | 62.1%-28.7pp | 69.1%-35.7pp | 67.7%-34.3pp |
| Annual return | 9.72% | 20.58%-10.9pp | 361.25%-351.5pp | 35.66%-25.9pp |
| Employer contribution / active EE | $0 | $1,866-100.0% | $2,693-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,280 | $3,051-58.1% | $4,259-70.0% | $4,299-70.2% |
| Admin fee / account holder | $8,065 | $5,241+53.9% | $6,421+25.6% | $6,924+16.5% |