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 | $119,546 | $95,453+25.2% | $112,040+6.7% | $82,448+45.0% |
| Participation rate | 53.8% | 72.8%-18.9pp | 76.5%-22.6pp | 68.1%-14.2pp |
| Annual return | 9.92% | 23.92%-14.0pp | 24.52%-14.6pp | 41.64%-31.7pp |
| Employer contribution / active EE | $700 | $2,318-69.8% | $2,954-76.3% | $2,551-72.6% |
| Participant deferral / active EE | $2,999 | $4,224-29.0% | $5,098-41.2% | $4,139-27.5% |
| Admin fee / account holder | $2,687 | $9,013-70.2% | $12,098-77.8% | $7,234-62.9% |