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 | $83,120 | $112,729-26.3% | $98,716-15.8% | $137,256-39.4% |
| Participation rate | 57.1% | 74.2%-17.1pp | 69.3%-12.2pp | 80.0%-22.8pp |
| Annual return | 6.54% | 38.48%-31.9pp | 31.81%-25.3pp | 220.34%-213.8pp |
| Employer contribution / active EE | $879 | $2,725-67.7% | $2,279-61.4% | $4,156-78.8% |
| Participant deferral / active EE | $2,668 | $4,640-42.5% | $4,048-34.1% | $6,407-58.4% |
| Admin fee / account holder | $674 | $10,129-93.3% | $8,703-92.3% | $12,270-94.5% |