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 | $103,833 | $95,406+8.8% | $185,849-44.1% | $85,847+21.0% |
| Participation rate | 65.5% | 68.8%-3.2pp | 81.7%-16.2pp | 69.3%-3.8pp |
| Annual return | 11.47% | 23.59%-12.1pp | 122.10%-110.6pp | 318.61%-307.1pp |
| Employer contribution / active EE | $1,714 | $3,314-48.3% | $5,169-66.8% | $2,565-33.2% |
| Participant deferral / active EE | $3,344 | $3,424-2.3% | $5,569-40.0% | $3,952-15.4% |
| Admin fee / account holder | $690 | $7,214-90.4% | $16,244-95.8% | $6,261-89.0% |