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 | $81,542 | $108,825-25.1% | $156,181-47.8% | $82,448-1.1% |
| Participation rate | 63.4% | 72.4%-9.0pp | 78.8%-15.4pp | 68.1%-4.7pp |
| Annual return | 11.86% | 20.59%-8.7pp | 64.87%-53.0pp | 41.64%-29.8pp |
| Employer contribution / active EE | $1,092 | $2,870-61.9% | $4,294-74.6% | $2,551-57.2% |
| Participant deferral / active EE | $4,418 | $4,577-3.5% | $6,132-28.0% | $4,139+6.7% |
| Admin fee / account holder | $6,575 | $9,341-29.6% | $14,586-54.9% | $7,234-9.1% |