Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $136,095 | $98,776+37.8% | $149,745-9.1% | $79,856+70.4% |
| Participation rate | 35.7% | 75.8%-40.1pp | 82.5%-46.8pp | 69.6%-33.9pp |
| Annual return | 11.80% | 27.38%-15.6pp | 276.72%-264.9pp | 31.71%-19.9pp |
| Employer contribution / active EE | $875 | $3,217-72.8% | $4,646-81.2% | $2,471-64.6% |
| Participant deferral / active EE | $4,231 | $5,681-25.5% | $6,843-38.2% | $3,741+13.1% |
| Admin fee / account holder | $3,928 | $6,053-35.1% | $9,312-57.8% | $5,306-26.0% |