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 | $164,541 | $172,111-4.4% | $150,298+9.5% | $137,256+19.9% |
| Participation rate | 33.3% | 81.7%-48.4pp | 77.8%-44.4pp | 80.0%-46.6pp |
| Annual return | 3.94% | 69.37%-65.4pp | 62.79%-58.9pp | 220.34%-216.4pp |
| Employer contribution / active EE | $1,012 | $4,636-78.2% | $4,154-75.6% | $4,156-75.6% |
| Participant deferral / active EE | $10,884 | $6,166+76.5% | $5,453+99.6% | $6,407+69.9% |
| Admin fee / account holder | $702 | $16,471-95.7% | $14,116-95.0% | $12,270-94.3% |