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 | $220,772 | $58,627+276.6% | $76,735+187.7% | $82,448+167.8% |
| Participation rate | 19.6% | 63.2%-43.6pp | 69.5%-49.9pp | 68.1%-48.4pp |
| Annual return | 13.04% | 39.10%-26.1pp | 29.77%-16.7pp | 41.64%-28.6pp |
| Employer contribution / active EE | $844 | $1,729-51.2% | $2,454-65.6% | $2,551-66.9% |
| Participant deferral / active EE | $1,447 | $3,134-53.8% | $4,088-64.6% | $4,139-65.1% |
| Admin fee / account holder | $9,140 | $5,323+71.7% | $7,189+27.1% | $7,234+26.3% |