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 | $110,881 | $157,270-29.5% | $141,173-21.5% | $152,870-27.5% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.4%-15.8pp |
| Annual return | 10.07% | 64.33%-54.3pp | 71.40%-61.3pp | 345.34%-335.3pp |
| Employer contribution / active EE | $3,147 | $5,261-40.2% | $4,735-33.6% | $4,763-33.9% |
| Participant deferral / active EE | $5,681 | $7,110-20.1% | $6,710-15.3% | $5,850-2.9% |
| Admin fee / account holder | $925 | $12,121-92.4% | $10,262-91.0% | $11,597-92.0% |