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 | $110,267 | $61,787+78.5% | $97,197+13.4% | $80,925+36.3% |
| Participation rate | 63.0% | 63.5%-0.5pp | 72.7%-9.7pp | 67.7%-4.7pp |
| Annual return | 10.17% | -558.16%+568.3pp | 75.47%-65.3pp | 35.65%-25.5pp |
| Employer contribution / active EE | $1,864 | $1,836+1.5% | $2,723-31.5% | $2,756-32.4% |
| Participant deferral / active EE | $5,387 | $3,027+77.9% | $4,263+26.4% | $4,299+25.3% |
| Admin fee / account holder | $3,888 | $5,170-24.8% | $5,637-31.0% | $6,940-44.0% |