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 | $92,863 | $102,422-9.3% | $147,117-36.9% | $80,959+14.7% |
| Participation rate | 58.8% | 75.9%-17.0pp | 82.2%-23.4pp | 67.7%-8.8pp |
| Annual return | 11.81% | 135.16%-123.3pp | 420.54%-408.7pp | 35.67%-23.9pp |
| Employer contribution / active EE | $6,965 | $3,717+87.4% | $4,932+41.2% | $2,757+152.6% |
| Participant deferral / active EE | $4,342 | $6,652-34.7% | $8,065-46.2% | $4,300+1.0% |
| Admin fee / account holder | $14,130 | $7,953+77.7% | $12,993+8.8% | $6,925+104.0% |