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 | $136,257 | $63,354+115.1% | $94,105+44.8% | $82,637+64.9% |
| Participation rate | 57.1% | 63.8%-6.7pp | 71.9%-14.8pp | 68.1%-10.9pp |
| Annual return | 11.88% | 34.36%-22.5pp | 204.55%-192.7pp | 53.51%-41.6pp |
| Employer contribution / active EE | $1,283 | $1,760-27.1% | $2,504-48.8% | $2,552-49.7% |
| Participant deferral / active EE | $2,129 | $2,873-25.9% | $3,881-45.1% | $4,126-48.4% |
| Admin fee / account holder | $2,134 | $5,073-57.9% | $6,199-65.6% | $7,339-70.9% |