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 | $153,328 | $111,814+37.1% | $103,374+48.3% | $145,959+5.0% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 8.28% | 24.77%-16.5pp | 24.89%-16.6pp | 561.95%-553.7pp |
| Employer contribution / active EE | $2,519 | $4,214-40.2% | $3,869-34.9% | $4,661-46.0% |
| Participant deferral / active EE | $6,083 | $5,618+8.3% | $5,058+20.3% | $6,689-9.0% |
| Admin fee / account holder | $981 | $9,754-89.9% | $8,394-88.3% | $13,398-92.7% |