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 | $77,533 | $154,228-49.7% | $145,433-46.7% | $137,256-43.5% |
| Participation rate | 29.4% | 83.8%-54.4pp | 82.1%-52.7pp | 80.0%-50.5pp |
| Annual return | 11.42% | 74.59%-63.2pp | 66.58%-55.2pp | 220.34%-208.9pp |
| Employer contribution / active EE | $1,073 | $4,804-77.7% | $4,554-76.4% | $4,156-74.2% |
| Participant deferral / active EE | $6,542 | $8,216-20.4% | $7,897-17.2% | $6,407+2.1% |
| Admin fee / account holder | $2,484 | $14,344-82.7% | $13,129-81.1% | $12,270-79.8% |