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 | $140,443 | $108,825+29.1% | $156,181-10.1% | $82,448+70.3% |
| Participation rate | 67.6% | 72.4%-4.8pp | 78.8%-11.2pp | 68.1%-0.5pp |
| Annual return | 12.30% | 20.59%-8.3pp | 64.87%-52.6pp | 41.64%-29.3pp |
| Employer contribution / active EE | $2,253 | $2,870-21.5% | $4,294-47.5% | $2,551-11.7% |
| Participant deferral / active EE | $5,264 | $4,577+15.0% | $6,132-14.2% | $4,139+27.2% |
| Admin fee / account holder | $5,034 | $9,341-46.1% | $14,586-65.5% | $7,234-30.4% |