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 | $223,307 | $74,535+199.6% | $100,712+121.7% | $82,637+170.2% |
| Participation rate | 60.0% | 61.2%-1.2pp | 69.3%-9.3pp | 68.1%-8.1pp |
| Annual return | 12.12% | 18.92%-6.8pp | 33.27%-21.2pp | 53.51%-41.4pp |
| Employer contribution / active EE | $1,668 | $1,503+11.0% | $2,313-27.9% | $2,552-34.6% |
| Participant deferral / active EE | $4,248 | $3,074+38.2% | $4,085+4.0% | $4,126+2.9% |
| Admin fee / account holder | $4,911 | $6,576-25.3% | $9,256-46.9% | $7,339-33.1% |