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 | $126,838 | $157,276-19.4% | $141,177-10.2% | $152,885-17.0% |
| Participation rate | 55.0% | 84.8%-29.8pp | 82.5%-27.5pp | 82.5%-27.5pp |
| Annual return | 12.28% | 64.33%-52.1pp | 71.40%-59.1pp | 345.39%-333.1pp |
| Employer contribution / active EE | $2,333 | $5,262-55.7% | $4,736-50.7% | $4,763-51.0% |
| Participant deferral / active EE | $4,428 | $7,110-37.7% | $6,710-34.0% | $5,851-24.3% |
| Admin fee / account holder | $29,605 | $12,123+144.2% | $10,263+188.5% | $11,598+155.3% |