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 | $77,587 | $107,421-27.8% | $182,262-57.4% | $94,015-17.5% |
| Participation rate | 57.5% | 77.8%-20.3pp | 84.2%-26.7pp | 70.8%-13.3pp |
| Annual return | 10.30% | 21.32%-11.0pp | 140.60%-130.3pp | 17.84%-7.5pp |
| Employer contribution / active EE | $5,599 | $3,448+62.4% | $5,046+11.0% | $2,790+100.7% |
| Participant deferral / active EE | $4,294 | $6,558-34.5% | $8,276-48.1% | $4,249+1.1% |
| Admin fee / account holder | $34,779 | $8,692+300.1% | $16,712+108.1% | $8,951+288.5% |