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 | $157,567 | $88,672+77.7% | $105,223+49.7% | $82,448+91.1% |
| Participation rate | 51.9% | 67.9%-16.1pp | 75.0%-23.2pp | 68.1%-16.2pp |
| Annual return | 10.97% | 30.86%-19.9pp | 180.65%-169.7pp | 41.64%-30.7pp |
| Employer contribution / active EE | $1,214 | $3,048-60.2% | $3,689-67.1% | $2,551-52.4% |
| Participant deferral / active EE | $3,442 | $4,036-14.7% | $5,072-32.1% | $4,139-16.8% |
| Admin fee / account holder | $15,628 | $7,146+118.7% | $8,859+76.4% | $7,234+116.0% |