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 | $81,534 | $46,534+75.2% | $64,097+27.2% | $75,177+8.5% |
| Participation rate | 60.4% | 65.9%-5.6pp | 72.3%-11.9pp | 67.2%-6.8pp |
| Annual return | 9.48% | 26.07%-16.6pp | 33.75%-24.3pp | 160.75%-151.3pp |
| Employer contribution / active EE | $956 | $1,976-51.6% | $2,750-65.2% | $2,671-64.2% |
| Participant deferral / active EE | $1,553 | $2,835-45.2% | $3,881-60.0% | $4,126-62.4% |
| Admin fee / account holder | $2,236 | $2,957-24.4% | $3,070-27.2% | $5,651-60.4% |