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 | $179,113 | $162,136+10.5% | $152,301+17.6% | $154,746+15.7% |
| Participation rate | 66.7% | 84.1%-17.4pp | 82.4%-15.8pp | 80.7%-14.0pp |
| Annual return | 10.77% | 91.02%-80.3pp | 80.50%-69.7pp | 172.34%-161.6pp |
| Employer contribution / active EE | $2,842 | $4,890-41.9% | $4,624-38.5% | $4,379-35.1% |
| Participant deferral / active EE | $6,075 | $8,341-27.2% | $8,004-24.1% | $6,730-9.7% |
| Admin fee / account holder | $1,382 | $15,759-91.2% | $14,398-90.4% | $14,365-90.4% |