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 | $87,935 | $48,078+82.9% | $78,676+11.8% | $62,881+39.8% |
| Participation rate | 63.9% | 65.2%-1.3pp | 73.6%-9.7pp | 69.3%-5.4pp |
| Annual return | 2.71% | 31.36%-28.7pp | 62.19%-59.5pp | 20.14%-17.4pp |
| Employer contribution / active EE | $4,428 | $2,015+119.8% | $2,850+55.4% | $2,281+94.1% |
| Participant deferral / active EE | $2,053 | $2,587-20.6% | $3,517-41.6% | $3,203-35.9% |
| Admin fee / account holder | $1,262 | $3,206-60.6% | $4,510-72.0% | $4,296-70.6% |