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 | $201,436 | $108,825+85.1% | $156,181+29.0% | $82,448+144.3% |
| Participation rate | 42.4% | 72.4%-29.9pp | 78.8%-36.4pp | 68.1%-25.6pp |
| Annual return | 11.27% | 20.59%-9.3pp | 64.87%-53.6pp | 41.64%-30.4pp |
| Employer contribution / active EE | $1,373 | $2,870-52.2% | $4,294-68.0% | $2,551-46.2% |
| Participant deferral / active EE | $3,501 | $4,577-23.5% | $6,132-42.9% | $4,139-15.4% |
| Admin fee / account holder | $14,139 | $9,341+51.4% | $14,586-3.1% | $7,234+95.4% |