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 | $138,103 | $102,429+34.8% | $147,096-6.1% | $80,925+70.7% |
| Participation rate | 56.7% | 75.9%-19.2pp | 82.2%-25.5pp | 67.7%-11.0pp |
| Annual return | 11.83% | 135.02%-123.2pp | 419.75%-407.9pp | 35.65%-23.8pp |
| Employer contribution / active EE | $1,890 | $3,716-49.1% | $4,936-61.7% | $2,756-31.4% |
| Participant deferral / active EE | $3,906 | $6,649-41.3% | $8,071-51.6% | $4,299-9.1% |
| Admin fee / account holder | $2,995 | $7,957-62.4% | $13,005-77.0% | $6,940-56.8% |