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 | $151,059 | $101,798+48.4% | $165,071-8.5% | $80,935+86.6% |
| Participation rate | 53.5% | 71.8%-18.3pp | 78.6%-25.1pp | 67.7%-14.2pp |
| Annual return | 9.52% | 16.73%-7.2pp | 70.17%-60.7pp | 35.66%-26.1pp |
| Employer contribution / active EE | $917 | $2,954-69.0% | $4,347-78.9% | $2,757-66.7% |
| Participant deferral / active EE | $6,434 | $4,476+43.7% | $6,035+6.6% | $4,299+49.7% |
| Admin fee / account holder | $3,044 | $8,221-63.0% | $12,695-76.0% | $6,924-56.0% |