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 | $170,812 | $72,492+135.6% | $87,104+96.1% | $72,975+134.1% |
| Participation rate | 65.5% | 72.8%-7.3pp | 76.9%-11.4pp | 69.5%-4.0pp |
| Annual return | 15.24% | 24.46%-9.2pp | 28.19%-12.9pp | 81.01%-65.8pp |
| Employer contribution / active EE | $1,224 | $1,894-35.4% | $2,521-51.5% | $2,440-49.8% |
| Participant deferral / active EE | $3,621 | $3,270+10.8% | $4,048-10.6% | $3,608+0.4% |
| Admin fee / account holder | $2,522 | $5,055-50.1% | $7,491-66.3% | $5,124-50.8% |