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 | $95,956 | $88,996+7.8% | $78,004+23.0% | $138,895-30.9% |
| Participation rate | 50.0% | 74.4%-24.4pp | 69.4%-19.4pp | 79.9%-29.9pp |
| Annual return | 8.09% | 28.03%-19.9pp | 31.07%-23.0pp | 145.39%-137.3pp |
| Employer contribution / active EE | $563 | $2,917-80.7% | $2,469-77.2% | $4,194-86.6% |
| Participant deferral / active EE | $2,992 | $4,724-36.7% | $4,092-26.9% | $6,396-53.2% |
| Admin fee / account holder | $11,900 | $8,807+35.1% | $7,578+57.0% | $12,562-5.3% |