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 | $125,939 | $57,119+120.5% | $85,187+47.8% | $80,935+55.6% |
| Participation rate | 53.3% | 56.4%-3.1pp | 67.5%-14.2pp | 67.7%-14.3pp |
| Annual return | 10.13% | 21.70%-11.6pp | 66.67%-56.5pp | 35.66%-25.5pp |
| Employer contribution / active EE | $1,051 | $1,802-41.7% | $2,732-61.5% | $2,757-61.9% |
| Participant deferral / active EE | $3,032 | $3,115-2.6% | $4,525-33.0% | $4,299-29.5% |
| Admin fee / account holder | $1,210 | $4,990-75.7% | $6,162-80.4% | $6,924-82.5% |