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 | $125,277 | $124,330+0.8% | $109,173+14.8% | $167,536-25.2% |
| Participation rate | 58.3% | 79.5%-21.1pp | 75.9%-17.5pp | 82.1%-23.8pp |
| Annual return | 5.91% | 26.04%-20.1pp | 25.75%-19.8pp | 478.82%-472.9pp |
| Employer contribution / active EE | $1,567 | $4,209-62.8% | $3,723-57.9% | $4,839-67.6% |
| Participant deferral / active EE | $4,838 | $5,256-8.0% | $4,654+4.0% | $6,342-23.7% |
| Admin fee / account holder | $4,116 | $7,974-48.4% | $6,755-39.1% | $12,315-66.6% |