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 | $67,851 | $77,901-12.9% | $149,717-54.7% | $75,181-9.7% |
| Participation rate | 38.5% | 65.6%-27.1pp | 78.8%-40.3pp | 67.2%-28.7pp |
| Annual return | 8.62% | 31.73%-23.1pp | 134.41%-125.8pp | 160.69%-152.1pp |
| Employer contribution / active EE | $0 | $3,137-100.0% | $4,820-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,464 | $3,411+1.6% | $5,682-39.0% | $4,126-16.0% |
| Admin fee / account holder | $1,622 | $5,949-72.7% | $13,213-87.7% | $5,650-71.3% |