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 | $127,506 | $102,938+23.9% | $94,105+35.5% | $138,895-8.2% |
| Participation rate | 50.0% | 74.6%-24.6pp | 71.9%-21.9pp | 79.9%-29.9pp |
| Annual return | 8.43% | 250.28%-241.9pp | 204.55%-196.1pp | 145.39%-137.0pp |
| Employer contribution / active EE | $2,914 | $2,732+6.7% | $2,504+16.3% | $4,194-30.5% |
| Participant deferral / active EE | $3,994 | $4,196-4.8% | $3,881+2.9% | $6,396-37.6% |
| Admin fee / account holder | $36,210 | $6,600+448.6% | $6,199+484.1% | $12,562+188.2% |