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 | $84,295 | $156,398-46.1% | $147,318-42.8% | $138,895-39.3% |
| Participation rate | 46.2% | 83.8%-37.6pp | 82.1%-35.9pp | 79.9%-33.8pp |
| Annual return | 8.82% | 78.75%-69.9pp | 70.43%-61.6pp | 145.39%-136.6pp |
| Employer contribution / active EE | $3,257 | $4,853-32.9% | $4,593-29.1% | $4,194-22.3% |
| Participant deferral / active EE | $5,861 | $8,237-28.8% | $7,906-25.9% | $6,396-8.4% |
| Admin fee / account holder | $3,310 | $14,976-77.9% | $13,708-75.9% | $12,562-73.7% |