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 | $90,240 | $68,852+31.1% | $120,524-25.1% | $80,925+11.5% |
| Participation rate | 53.2% | 61.6%-8.4pp | 71.9%-18.7pp | 67.7%-14.5pp |
| Annual return | 9.17% | 23.67%-14.5pp | 107.36%-98.2pp | 35.65%-26.5pp |
| Employer contribution / active EE | $1,440 | $2,063-30.2% | $3,469-58.5% | $2,756-47.8% |
| Participant deferral / active EE | $2,707 | $3,187-15.0% | $4,994-45.8% | $4,299-37.0% |
| Admin fee / account holder | $619 | $5,781-89.3% | $9,440-93.4% | $6,940-91.1% |