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 | $112,152 | $69,273+61.9% | $90,796+23.5% | $82,637+35.7% |
| Participation rate | 48.8% | 64.0%-15.3pp | 69.5%-20.7pp | 68.1%-19.3pp |
| Annual return | 11.11% | 18.37%-7.3pp | 19.29%-8.2pp | 53.51%-42.4pp |
| Employer contribution / active EE | $1,802 | $1,865-3.4% | $2,294-21.4% | $2,552-29.4% |
| Participant deferral / active EE | $5,052 | $3,047+65.8% | $3,822+32.2% | $4,126+22.4% |
| Admin fee / account holder | $1,322 | $5,511-76.0% | $7,024-81.2% | $7,339-82.0% |