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 | $75,054 | $46,534+61.3% | $64,097+17.1% | $75,177-0.2% |
| Participation rate | 66.7% | 65.9%+0.7pp | 72.3%-5.7pp | 67.2%-0.5pp |
| Annual return | 9.90% | 26.07%-16.2pp | 33.75%-23.8pp | 160.75%-150.8pp |
| Employer contribution / active EE | $2,531 | $1,976+28.1% | $2,750-7.9% | $2,671-5.2% |
| Participant deferral / active EE | $1,320 | $2,835-53.4% | $3,881-66.0% | $4,126-68.0% |
| Admin fee / account holder | $316 | $2,957-89.3% | $3,070-89.7% | $5,651-94.4% |