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 | $77,683 | $148,629-47.7% | $135,982-42.9% | $139,487-44.3% |
| Participation rate | 54.2% | 83.9%-29.7pp | 81.9%-27.8pp | 80.3%-26.2pp |
| Annual return | 7.42% | 79.33%-71.9pp | 68.32%-60.9pp | 373.84%-366.4pp |
| Employer contribution / active EE | $0 | $5,247-100.0% | $4,859-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $7,530 | $8,102-7.1% | $7,760-3.0% | $6,713+12.2% |
| Admin fee / account holder | $4,769 | $12,406-61.6% | $10,767-55.7% | $11,407-58.2% |