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 | $120,191 | $174,379-31.1% | $152,093-21.0% | $138,895-13.5% |
| Participation rate | 40.0% | 81.6%-41.6pp | 77.8%-37.8pp | 79.9%-39.9pp |
| Annual return | 9.71% | 74.86%-65.2pp | 66.36%-56.6pp | 145.39%-135.7pp |
| Employer contribution / active EE | $1,270 | $4,652-72.7% | $4,175-69.6% | $4,194-69.7% |
| Participant deferral / active EE | $5,611 | $6,159-8.9% | $5,451+2.9% | $6,396-12.3% |
| Admin fee / account holder | $1,031 | $16,880-93.9% | $14,497-92.9% | $12,562-91.8% |