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 | $102,255 | $108,825-6.0% | $156,181-34.5% | $82,448+24.0% |
| Participation rate | 60.7% | 72.4%-11.7pp | 78.8%-18.1pp | 68.1%-7.4pp |
| Annual return | 6.36% | 20.59%-14.2pp | 64.87%-58.5pp | 41.64%-35.3pp |
| Employer contribution / active EE | $1,476 | $2,870-48.6% | $4,294-65.6% | $2,551-42.1% |
| Participant deferral / active EE | $4,247 | $4,577-7.2% | $6,132-30.7% | $4,139+2.6% |
| Admin fee / account holder | $12,399 | $9,341+32.7% | $14,586-15.0% | $7,234+71.4% |