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 | $136,893 | $89,259+53.4% | $107,187+27.7% | $82,637+65.7% |
| Participation rate | 40.0% | 67.9%-27.9pp | 75.0%-35.0pp | 68.1%-28.1pp |
| Annual return | 10.67% | 21.02%-10.4pp | 204.55%-193.9pp | 53.51%-42.8pp |
| Employer contribution / active EE | $975 | $3,080-68.4% | $3,782-74.2% | $2,552-61.8% |
| Participant deferral / active EE | $2,823 | $4,037-30.1% | $5,096-44.6% | $4,126-31.6% |
| Admin fee / account holder | $2,663 | $7,381-63.9% | $9,162-70.9% | $7,339-63.7% |