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 | $72,898 | $73,978-1.5% | $96,515-24.5% | $75,173-3.0% |
| Participation rate | 66.7% | 66.4%+0.2pp | 74.3%-7.7pp | 67.2%-0.5pp |
| Annual return | 8.92% | 26.72%-17.8pp | 35.73%-26.8pp | 160.72%-151.8pp |
| Employer contribution / active EE | $983 | $2,931-66.5% | $3,740-73.7% | $2,671-63.2% |
| Participant deferral / active EE | $2,507 | $3,660-31.5% | $4,880-48.6% | $4,126-39.2% |
| Admin fee / account holder | $446 | $5,219-91.5% | $6,735-93.4% | $5,651-92.1% |