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 | $80,296 | $49,896+60.9% | $80,627-0.4% | $75,173+6.8% |
| Participation rate | 32.0% | 55.3%-23.3pp | 67.0%-35.0pp | 67.2%-35.2pp |
| Annual return | 10.08% | 34.67%-24.6pp | 936.76%-926.7pp | 160.72%-150.6pp |
| Employer contribution / active EE | $920 | $1,699-45.8% | $2,723-66.2% | $2,671-65.6% |
| Participant deferral / active EE | $1,763 | $2,992-41.1% | $4,443-60.3% | $4,126-57.3% |
| Admin fee / account holder | $2,694 | $3,578-24.7% | $5,381-49.9% | $5,651-52.3% |