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 | $135,253 | $90,674+49.2% | $96,707+39.9% | $82,448+64.0% |
| Participation rate | 36.0% | 75.9%-39.9pp | 80.4%-44.4pp | 68.1%-32.1pp |
| Annual return | 10.10% | 49.05%-38.9pp | 34.78%-24.7pp | 41.64%-31.5pp |
| Employer contribution / active EE | $1,349 | $3,975-66.1% | $4,191-67.8% | $2,551-47.1% |
| Participant deferral / active EE | $3,359 | $5,696-41.0% | $5,997-44.0% | $4,139-18.8% |
| Admin fee / account holder | $1,084 | $7,568-85.7% | $7,503-85.6% | $7,234-85.0% |