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 | $140,203 | $81,504+72.0% | $102,437+36.9% | $80,959+73.2% |
| Participation rate | 57.1% | 66.9%-9.7pp | 74.5%-17.4pp | 67.7%-10.5pp |
| Annual return | 9.44% | 25.60%-16.2pp | 24.95%-15.5pp | 35.67%-26.2pp |
| Employer contribution / active EE | $1,624 | $3,104-47.7% | $3,871-58.0% | $2,757-41.1% |
| Participant deferral / active EE | $6,190 | $3,871+59.9% | $5,060+22.3% | $4,300+43.9% |
| Admin fee / account holder | $2,186 | $6,719-67.5% | $8,388-73.9% | $6,925-68.4% |