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 | $130,916 | $154,228-15.1% | $145,433-10.0% | $137,256-4.6% |
| Participation rate | 68.2% | 83.8%-15.6pp | 82.1%-13.9pp | 80.0%-11.8pp |
| Annual return | 9.73% | 74.59%-64.9pp | 66.58%-56.8pp | 220.34%-210.6pp |
| Employer contribution / active EE | $1,521 | $4,804-68.3% | $4,554-66.6% | $4,156-63.4% |
| Participant deferral / active EE | $0 | $8,216-100.0% | $7,897-100.0% | $6,407-100.0% |
| Admin fee / account holder | $43,741 | $14,344+204.9% | $13,129+233.2% | $12,270+256.5% |