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 | $211,982 | $183,627+15.4% | $155,602+36.2% | $145,978+45.2% |
| Participation rate | 45.8% | 82.7%-36.9pp | 78.2%-32.4pp | 80.3%-34.5pp |
| Annual return | 7.82% | 61.32%-53.5pp | 64.81%-57.0pp | 550.52%-542.7pp |
| Employer contribution / active EE | $1,670 | $5,316-68.6% | $4,675-64.3% | $4,662-64.2% |
| Participant deferral / active EE | $2,960 | $6,466-54.2% | $5,629-47.4% | $6,690-55.8% |
| Admin fee / account holder | $2,718 | $19,327-85.9% | $15,923-82.9% | $13,400-79.7% |