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 | $203,391 | $156,398+30.0% | $147,318+38.1% | $138,895+46.4% |
| Participation rate | 58.3% | 83.8%-25.4pp | 82.1%-23.7pp | 79.9%-21.6pp |
| Annual return | 9.59% | 78.75%-69.2pp | 70.43%-60.8pp | 145.39%-135.8pp |
| Employer contribution / active EE | $1,933 | $4,853-60.2% | $4,593-57.9% | $4,194-53.9% |
| Participant deferral / active EE | $8,948 | $8,237+8.6% | $7,906+13.2% | $6,396+39.9% |
| Admin fee / account holder | $22,533 | $14,976+50.5% | $13,708+64.4% | $12,562+79.4% |