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 | $136,237 | $63,082+116.0% | $81,716+66.7% | $79,852+70.6% |
| Participation rate | 37.1% | 67.5%-30.4pp | 72.0%-34.9pp | 69.6%-32.5pp |
| Annual return | 6.90% | 22.66%-15.8pp | 29.49%-22.6pp | 31.72%-24.8pp |
| Employer contribution / active EE | $1,254 | $1,795-30.2% | $4,310-70.9% | $2,471-49.3% |
| Participant deferral / active EE | $2,989 | $2,780+7.5% | $7,108-58.0% | $3,740-20.1% |
| Admin fee / account holder | $13,891 | $4,428+213.7% | $5,159+169.2% | $5,306+161.8% |