Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $26,338 | $49,897-47.2% | $80,648-67.3% | $75,177-65.0% |
| Participation rate | 50.0% | 55.3%-5.3pp | 67.0%-17.0pp | 67.2%-17.2pp |
| Annual return | 10.81% | 34.68%-23.9pp | 937.21%-926.4pp | 160.75%-149.9pp |
| Employer contribution / active EE | $1,618 | $1,699-4.8% | $2,724-40.6% | $2,671-39.4% |
| Participant deferral / active EE | $2,971 | $2,992-0.7% | $4,443-33.1% | $4,126-28.0% |
| Admin fee / account holder | $596 | $3,579-83.3% | $5,382-88.9% | $5,651-89.5% |