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 | $141,430 | $106,749+32.5% | $145,433-2.8% | $82,448+71.5% |
| Participation rate | 69.4% | 75.6%-6.2pp | 82.1%-12.7pp | 68.1%+1.4pp |
| Annual return | 13.99% | 27.59%-13.6pp | 66.58%-52.6pp | 41.64%-27.6pp |
| Employer contribution / active EE | $3,460 | $3,444+0.5% | $4,554-24.0% | $2,551+35.6% |
| Participant deferral / active EE | $7,875 | $6,519+20.8% | $7,897-0.3% | $4,139+90.3% |
| Admin fee / account holder | $2,109 | $8,390-74.9% | $13,129-83.9% | $7,234-70.9% |