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 | $84,236 | $111,814-24.7% | $103,374-18.5% | $145,959-42.3% |
| Participation rate | 54.2% | 77.9%-23.8pp | 74.5%-20.3pp | 80.3%-26.1pp |
| Annual return | 8.98% | 24.77%-15.8pp | 24.89%-15.9pp | 561.95%-553.0pp |
| Employer contribution / active EE | $5,345 | $4,214+26.9% | $3,869+38.1% | $4,661+14.7% |
| Participant deferral / active EE | $6,844 | $5,618+21.8% | $5,058+35.3% | $6,689+2.3% |
| Admin fee / account holder | $18,349 | $9,754+88.1% | $8,394+118.6% | $13,398+37.0% |