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 | $65,410 | $162,136-59.7% | $152,301-57.1% | $154,746-57.7% |
| Participation rate | 66.7% | 84.1%-17.4pp | 82.4%-15.8pp | 80.7%-14.0pp |
| Annual return | 11.31% | 91.02%-79.7pp | 80.50%-69.2pp | 172.34%-161.0pp |
| Employer contribution / active EE | $3,288 | $4,890-32.8% | $4,624-28.9% | $4,379-24.9% |
| Participant deferral / active EE | $3,504 | $8,341-58.0% | $8,004-56.2% | $6,730-47.9% |
| Admin fee / account holder | $305 | $15,759-98.1% | $14,398-97.9% | $14,365-97.9% |