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 | $209,287 | $78,670+166.0% | $109,173+91.7% | $85,847+143.8% |
| Participation rate | 23.8% | 68.3%-44.5pp | 75.9%-52.1pp | 69.3%-45.5pp |
| Annual return | 10.50% | 25.09%-14.6pp | 25.75%-15.3pp | 318.61%-308.1pp |
| Employer contribution / active EE | $2,006 | $2,734-26.6% | $3,723-46.1% | $2,565-21.8% |
| Participant deferral / active EE | $3,495 | $3,467+0.8% | $4,654-24.9% | $3,952-11.6% |
| Admin fee / account holder | $3,174 | $5,469-42.0% | $6,755-53.0% | $6,261-49.3% |