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 | $59,273 | $46,534+27.4% | $64,097-7.5% | $75,177-21.2% |
| Participation rate | 67.1% | 65.9%+1.2pp | 72.3%-5.2pp | 67.2%-0.1pp |
| Annual return | 10.20% | 26.07%-15.9pp | 33.75%-23.5pp | 160.75%-150.5pp |
| Employer contribution / active EE | $2,180 | $1,976+10.3% | $2,750-20.7% | $2,671-18.4% |
| Participant deferral / active EE | $9,618 | $2,835+239.3% | $3,881+147.8% | $4,126+133.1% |
| Admin fee / account holder | $2,542 | $2,957-14.0% | $3,070-17.2% | $5,651-55.0% |