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 | $65,472 | $183,592-64.3% | $155,574-57.9% | $145,877-55.1% |
| Participation rate | 64.7% | 82.7%-18.0pp | 78.2%-13.5pp | 80.3%-15.6pp |
| Annual return | 5.98% | 61.37%-55.4pp | 64.87%-58.9pp | 551.28%-545.3pp |
| Employer contribution / active EE | $3,155 | $5,317-40.7% | $4,676-32.5% | $4,663-32.3% |
| Participant deferral / active EE | $6,011 | $6,466-7.0% | $5,629+6.8% | $6,691-10.2% |
| Admin fee / account holder | $3,215 | $19,316-83.4% | $15,914-79.8% | $13,402-76.0% |