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 | $193,812 | $89,259+117.1% | $107,187+80.8% | $82,637+134.5% |
| Participation rate | 47.4% | 67.9%-20.6pp | 75.0%-27.7pp | 68.1%-20.7pp |
| Annual return | 12.28% | 21.02%-8.7pp | 204.55%-192.3pp | 53.51%-41.2pp |
| Employer contribution / active EE | $837 | $3,080-72.8% | $3,782-77.9% | $2,552-67.2% |
| Participant deferral / active EE | $2,793 | $4,037-30.8% | $5,096-45.2% | $4,126-32.3% |
| Admin fee / account holder | $16,418 | $7,381+122.4% | $9,162+79.2% | $7,339+123.7% |