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 | $121,791 | $185,141-34.2% | $153,416-20.6% | $155,188-21.5% |
| Participation rate | 60.0% | 79.9%-19.9pp | 74.3%-14.3pp | 80.8%-20.8pp |
| Annual return | 3.24% | 18.72%-15.5pp | 17.84%-14.6pp | 148.84%-145.6pp |
| Employer contribution / active EE | $5,756 | $4,489+28.2% | $3,764+52.9% | $4,248+35.5% |
| Participant deferral / active EE | $3,002 | $5,477-45.2% | $4,723-36.4% | $6,531-54.0% |
| Admin fee / account holder | $1,823 | $16,005-88.6% | $13,095-86.1% | $14,480-87.4% |