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 | $111,543 | $47,848+133.1% | $81,473+36.9% | $70,126+59.1% |
| Participation rate | 51.4% | 58.3%-6.8pp | 68.0%-16.5pp | 69.5%-18.1pp |
| Annual return | 11.99% | 27.25%-15.3pp | 38.78%-26.8pp | 73.15%-61.2pp |
| Employer contribution / active EE | $2,876 | $1,527+88.3% | $2,568+12.0% | $2,343+22.8% |
| Participant deferral / active EE | $1,830 | $2,453-25.4% | $3,537-48.3% | $3,332-45.1% |
| Admin fee / account holder | $7,318 | $3,145+132.7% | $4,561+60.4% | $4,645+57.5% |