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 | $66,660 | $48,053+38.7% | $84,637-21.2% | $72,976-8.7% |
| Participation rate | 59.3% | 57.6%+1.7pp | 68.2%-9.0pp | 69.5%-10.2pp |
| Annual return | 17.30% | 37.39%-20.1pp | 258.82%-241.5pp | 81.02%-63.7pp |
| Employer contribution / active EE | $1,399 | $1,602-12.6% | $2,653-47.3% | $2,440-42.6% |
| Participant deferral / active EE | $3,272 | $2,681+22.1% | $3,900-16.1% | $3,608-9.3% |
| Admin fee / account holder | $5,300 | $3,395+56.1% | $4,914+7.8% | $5,124+3.4% |