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 | $155,931 | $108,825+43.3% | $156,181-0.2% | $82,448+89.1% |
| Participation rate | 65.9% | 72.4%-6.5pp | 78.8%-13.0pp | 68.1%-2.2pp |
| Annual return | 10.03% | 20.59%-10.6pp | 64.87%-54.8pp | 41.64%-31.6pp |
| Employer contribution / active EE | $2,048 | $2,870-28.6% | $4,294-52.3% | $2,551-19.7% |
| Participant deferral / active EE | $5,406 | $4,577+18.1% | $6,132-11.8% | $4,139+30.6% |
| Admin fee / account holder | $11,728 | $9,341+25.6% | $14,586-19.6% | $7,234+62.1% |