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 | $215,557 | $89,370+141.2% | $141,197+52.7% | $72,976+195.4% |
| Participation rate | 67.9% | 75.1%-7.3pp | 82.5%-14.6pp | 69.5%-1.6pp |
| Annual return | 18.30% | 111.88%-93.6pp | 71.41%-53.1pp | 81.02%-62.7pp |
| Employer contribution / active EE | $668 | $3,115-78.5% | $4,736-85.9% | $2,440-72.6% |
| Participant deferral / active EE | $8,493 | $5,419+56.7% | $6,710+26.6% | $3,608+135.4% |
| Admin fee / account holder | $20,031 | $5,957+236.3% | $10,265+95.1% | $5,124+290.9% |