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 | $74,420 | $112,729-34.0% | $98,716-24.6% | $137,256-45.8% |
| Participation rate | 59.1% | 74.2%-15.1pp | 69.3%-10.2pp | 80.0%-20.9pp |
| Annual return | 9.36% | 38.48%-29.1pp | 31.81%-22.5pp | 220.34%-211.0pp |
| Employer contribution / active EE | $1,162 | $2,725-57.4% | $2,279-49.0% | $4,156-72.0% |
| Participant deferral / active EE | $1,485 | $4,640-68.0% | $4,048-63.3% | $6,407-76.8% |
| Admin fee / account holder | $56,282 | $10,129+455.7% | $8,703+546.7% | $12,270+358.7% |