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 | $86,775 | $117,895-26.4% | $102,460-15.3% | $145,897-40.5% |
| Participation rate | 60.0% | 78.6%-18.6pp | 76.5%-16.5pp | 80.3%-20.3pp |
| Annual return | 3.87% | 31.92%-28.1pp | 29.47%-25.6pp | 552.29%-548.4pp |
| Employer contribution / active EE | $1,598 | $3,619-55.8% | $3,025-47.2% | $4,663-65.7% |
| Participant deferral / active EE | $2,636 | $5,736-54.0% | $5,056-47.9% | $6,689-60.6% |
| Admin fee / account holder | $2,578 | $13,353-80.7% | $9,460-72.7% | $13,390-80.7% |