Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $64,823 | $75,720-14.4% | $90,312-28.2% | $86,983-25.5% |
| Participation rate | 58.2% | 66.3%-8.0pp | 72.9%-14.7pp | 69.5%-11.3pp |
| Annual return | 9.19% | 18.55%-9.4pp | 18.90%-9.7pp | 25.83%-16.6pp |
| Employer contribution / active EE | $2,366 | $1,945+21.6% | $2,243+5.5% | $2,584-8.5% |
| Participant deferral / active EE | $4,276 | $3,001+42.5% | $3,749+14.1% | $4,194+2.0% |
| Admin fee / account holder | $2,234 | $6,201-64.0% | $8,248-72.9% | $7,856-71.6% |