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 | $35,023 | $172,111-79.7% | $150,298-76.7% | $137,256-74.5% |
| Participation rate | 65.2% | 81.7%-16.5pp | 77.8%-12.5pp | 80.0%-14.7pp |
| Annual return | 11.30% | 69.37%-58.1pp | 62.79%-51.5pp | 220.34%-209.0pp |
| Employer contribution / active EE | $1,390 | $4,636-70.0% | $4,154-66.5% | $4,156-66.5% |
| Participant deferral / active EE | $2,404 | $6,166-61.0% | $5,453-55.9% | $6,407-62.5% |
| Admin fee / account holder | $9,117 | $16,471-44.6% | $14,116-35.4% | $12,270-25.7% |