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 | $138,857 | $87,733+58.3% | $106,555+30.3% | $85,847+61.7% |
| Participation rate | 26.9% | 71.9%-45.0pp | 76.1%-49.2pp | 69.3%-42.4pp |
| Annual return | 11.06% | 21.86%-10.8pp | 26.80%-15.7pp | 318.61%-307.6pp |
| Employer contribution / active EE | $1,528 | $2,073-26.3% | $2,819-45.8% | $2,565-40.4% |
| Participant deferral / active EE | $3,263 | $3,469-5.9% | $4,399-25.8% | $3,952-17.4% |
| Admin fee / account holder | $987 | $6,767-85.4% | $7,408-86.7% | $6,261-84.2% |