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 | $60,087 | $53,128+13.1% | $86,582-30.6% | $70,126-14.3% |
| Participation rate | 67.9% | 65.3%+2.6pp | 73.5%-5.6pp | 69.5%-1.6pp |
| Annual return | 10.30% | 27.66%-17.4pp | 965.08%-954.8pp | 73.15%-62.8pp |
| Employer contribution / active EE | $1,198 | $2,068-42.1% | $2,839-57.8% | $2,343-48.9% |
| Participant deferral / active EE | $2,090 | $2,695-22.5% | $3,609-42.1% | $3,332-37.3% |
| Admin fee / account holder | $3,132 | $3,584-12.6% | $4,904-36.1% | $4,645-32.6% |