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 | $99,878 | $77,901+28.2% | $149,717-33.3% | $75,181+32.9% |
| Participation rate | 42.9% | 65.6%-22.7pp | 78.8%-35.9pp | 67.2%-24.3pp |
| Annual return | 12.58% | 31.73%-19.1pp | 134.41%-121.8pp | 160.69%-148.1pp |
| Employer contribution / active EE | $868 | $3,137-72.3% | $4,820-82.0% | $2,671-67.5% |
| Participant deferral / active EE | $3,916 | $3,411+14.8% | $5,682-31.1% | $4,126-5.1% |
| Admin fee / account holder | $1,467 | $5,949-75.3% | $13,213-88.9% | $5,650-74.0% |