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 | $140,518 | $76,407+83.9% | $150,298-6.5% | $82,448+70.4% |
| Participation rate | 63.3% | 66.4%-3.1pp | 77.8%-14.4pp | 68.1%-4.7pp |
| Annual return | 10.97% | 39.99%-29.0pp | 62.79%-51.8pp | 41.64%-30.7pp |
| Employer contribution / active EE | $644 | $2,614-75.4% | $4,154-84.5% | $2,551-74.8% |
| Participant deferral / active EE | $2,674 | $3,214-16.8% | $5,453-51.0% | $4,139-35.4% |
| Admin fee / account holder | $1,917 | $6,352-69.8% | $14,116-86.4% | $7,234-73.5% |