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 | $158,537 | $112,729+40.6% | $98,716+60.6% | $137,256+15.5% |
| Participation rate | 61.5% | 74.2%-12.7pp | 69.3%-7.8pp | 80.0%-18.4pp |
| Annual return | 9.93% | 38.48%-28.5pp | 31.81%-21.9pp | 220.34%-210.4pp |
| Employer contribution / active EE | $643 | $2,725-76.4% | $2,279-71.8% | $4,156-84.5% |
| Participant deferral / active EE | $5,322 | $4,640+14.7% | $4,048+31.5% | $6,407-16.9% |
| Admin fee / account holder | $31,689 | $10,129+212.9% | $8,703+264.1% | $12,270+158.3% |