Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $114,687 | $48,314+137.4% | $67,561+69.8% | $80,925+41.7% |
| Participation rate | 64.5% | 66.4%-1.9pp | 72.9%-8.4pp | 67.7%-3.1pp |
| Annual return | 8.92% | 18.28%-9.4pp | 3525.44%-3516.5pp | 35.65%-26.7pp |
| Employer contribution / active EE | $2,305 | $2,022+14.0% | $2,735-15.7% | $2,756-16.4% |
| Participant deferral / active EE | $9,711 | $2,927+231.8% | $4,003+142.6% | $4,299+125.9% |
| Admin fee / account holder | $9,307 | $3,690+152.2% | $4,006+132.3% | $6,940+34.1% |