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 | $142,860 | $61,815+131.1% | $97,295+46.8% | $80,959+76.5% |
| Participation rate | 62.5% | 63.5%-1.0pp | 72.7%-10.2pp | 67.7%-5.2pp |
| Annual return | 10.00% | -558.73%+568.7pp | 75.62%-65.6pp | 35.67%-25.7pp |
| Employer contribution / active EE | $1,989 | $1,836+8.3% | $2,723-26.9% | $2,757-27.8% |
| Participant deferral / active EE | $5,745 | $3,027+89.8% | $4,264+34.8% | $4,300+33.6% |
| Admin fee / account holder | $3,641 | $5,166-29.5% | $5,646-35.5% | $6,925-47.4% |