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 | $71,453 | $156,398-54.3% | $147,318-51.5% | $138,895-48.6% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.4pp | 79.9%-13.3pp |
| Annual return | 10.65% | 78.75%-68.1pp | 70.43%-59.8pp | 145.39%-134.7pp |
| Employer contribution / active EE | $2,399 | $4,853-50.6% | $4,593-47.8% | $4,194-42.8% |
| Participant deferral / active EE | $2,617 | $8,237-68.2% | $7,906-66.9% | $6,396-59.1% |
| Admin fee / account holder | $23,829 | $14,976+59.1% | $13,708+73.8% | $12,562+89.7% |