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 | $113,226 | $85,766+32.0% | $136,298-16.9% | $70,126+61.5% |
| Participation rate | 64.7% | 74.2%-9.4pp | 81.9%-17.2pp | 69.5%-4.8pp |
| Annual return | 13.83% | 31.46%-17.6pp | 5156.27%-5142.4pp | 73.15%-59.3pp |
| Employer contribution / active EE | $1,915 | $2,966-35.4% | $4,696-59.2% | $2,343-18.3% |
| Participant deferral / active EE | $4,160 | $5,051-17.6% | $6,247-33.4% | $3,332+24.9% |
| Admin fee / account holder | $3,043 | $5,421-43.9% | $9,244-67.1% | $4,645-34.5% |