Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $83,835 | $185,312-54.8% | $161,489-48.1% | $154,746-45.8% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.7%-12.0pp | 80.7%-14.0pp |
| Annual return | 5.03% | 103.84%-98.8pp | 89.72%-84.7pp | 172.34%-167.3pp |
| Employer contribution / active EE | $1,633 | $4,769-65.8% | $4,268-61.7% | $4,379-62.7% |
| Participant deferral / active EE | $10,726 | $6,350+68.9% | $5,630+90.5% | $6,730+59.4% |
| Admin fee / account holder | $643 | $18,654-96.6% | $16,006-96.0% | $14,365-95.5% |