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 | $107,523 | $73,978+45.3% | $96,515+11.4% | $75,173+43.0% |
| Participation rate | 62.1% | 66.4%-4.4pp | 74.3%-12.3pp | 67.2%-5.1pp |
| Annual return | 3.44% | 26.72%-23.3pp | 35.73%-32.3pp | 160.72%-157.3pp |
| Employer contribution / active EE | $1,864 | $2,931-36.4% | $3,740-50.1% | $2,671-30.2% |
| Participant deferral / active EE | $3,892 | $3,660+6.3% | $4,880-20.2% | $4,126-5.7% |
| Admin fee / account holder | $10,874 | $5,219+108.4% | $6,735+61.4% | $5,651+92.4% |