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 | $70,913 | $52,353+35.5% | $120,225-41.0% | $82,448-14.0% |
| Participation rate | 66.7% | 58.3%+8.4pp | 69.6%-2.9pp | 68.1%-1.4pp |
| Annual return | 12.70% | 61.85%-49.2pp | 439.23%-426.5pp | 41.64%-28.9pp |
| Employer contribution / active EE | $1,585 | $1,510+5.0% | $3,475-54.4% | $2,551-37.9% |
| Participant deferral / active EE | $2,113 | $2,627-19.6% | $3,999-47.2% | $4,139-49.0% |
| Admin fee / account holder | $5,739 | $4,363+31.5% | $5,696+0.7% | $7,234-20.7% |