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 | $91,351 | $64,920+40.7% | $103,693-11.9% | $86,983+5.0% |
| Participation rate | 61.2% | 63.6%-2.4pp | 72.6%-11.4pp | 69.5%-8.3pp |
| Annual return | 9.94% | 30.29%-20.4pp | 47.61%-37.7pp | 25.83%-15.9pp |
| Employer contribution / active EE | $2,042 | $2,141-4.6% | $2,920-30.1% | $2,584-21.0% |
| Participant deferral / active EE | $1,227 | $3,241-62.2% | $4,579-73.2% | $4,194-70.8% |
| Admin fee / account holder | $3,639 | $6,191-41.2% | $7,858-53.7% | $7,856-53.7% |