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 | $123,867 | $77,908+59.0% | $149,696-17.3% | $75,173+64.8% |
| Participation rate | 67.6% | 65.6%+2.1pp | 78.8%-11.1pp | 67.2%+0.4pp |
| Annual return | 10.90% | 31.73%-20.8pp | 134.46%-123.6pp | 160.72%-149.8pp |
| Employer contribution / active EE | $3,025 | $3,138-3.6% | $4,821-37.3% | $2,671+13.2% |
| Participant deferral / active EE | $5,963 | $3,411+74.8% | $5,682+4.9% | $4,126+44.5% |
| Admin fee / account holder | $4,643 | $5,950-22.0% | $13,212-64.9% | $5,651-17.8% |