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 | $158,356 | $93,345+69.6% | $119,126+32.9% | $87,485+81.0% |
| Participation rate | 60.6% | 68.7%-8.1pp | 75.8%-15.2pp | 68.9%-8.3pp |
| Annual return | 6.35% | 19.08%-12.7pp | 282.11%-275.8pp | 26.06%-19.7pp |
| Employer contribution / active EE | $2,769 | $3,172-12.7% | $4,034-31.4% | $2,596+6.6% |
| Participant deferral / active EE | $3,835 | $4,099-6.4% | $5,318-27.9% | $4,274-10.3% |
| Admin fee / account holder | $1,583 | $8,039-80.3% | $10,693-85.2% | $7,775-79.6% |