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 | $160,273 | $106,247+50.8% | $96,515+66.1% | $139,466+14.9% |
| Participation rate | 42.9% | 77.8%-35.0pp | 74.3%-31.5pp | 80.3%-37.5pp |
| Annual return | 1.49% | 38.47%-37.0pp | 35.73%-34.2pp | 373.66%-372.2pp |
| Employer contribution / active EE | $1,490 | $4,106-63.7% | $3,740-60.2% | $4,754-68.7% |
| Participant deferral / active EE | $6,905 | $5,456+26.6% | $4,880+41.5% | $6,712+2.9% |
| Admin fee / account holder | $831 | $7,885-89.5% | $6,735-87.7% | $11,409-92.7% |