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 | $42,992 | $99,994-57.0% | $146,643-70.7% | $85,847-49.9% |
| Participation rate | 68.0% | 73.1%-5.1pp | 80.1%-12.1pp | 69.3%-1.3pp |
| Annual return | 7.12% | 18.93%-11.8pp | 22.75%-15.6pp | 318.61%-311.5pp |
| Employer contribution / active EE | $1,722 | $2,559-32.7% | $4,137-58.4% | $2,565-32.9% |
| Participant deferral / active EE | $3,109 | $4,006-22.4% | $5,506-43.5% | $3,952-21.3% |
| Admin fee / account holder | $3,278 | $7,703-57.4% | $10,280-68.1% | $6,261-47.6% |