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 | $114,701 | $86,288+32.9% | $111,306+3.1% | $85,851+33.6% |
| Participation rate | 66.7% | 73.3%-6.7pp | 77.3%-10.7pp | 69.3%-2.7pp |
| Annual return | 9.57% | 19.99%-10.4pp | 54.67%-45.1pp | 318.63%-309.1pp |
| Employer contribution / active EE | $825 | $2,044-59.6% | $2,732-69.8% | $2,565-67.8% |
| Participant deferral / active EE | $3,248 | $3,641-10.8% | $4,488-27.6% | $3,952-17.8% |
| Admin fee / account holder | $2,317 | $8,189-71.7% | $7,966-70.9% | $6,261-63.0% |