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 | $69,223 | $96,731-28.4% | $123,973-44.2% | $86,983-20.4% |
| Participation rate | 68.8% | 70.0%-1.3pp | 76.7%-7.9pp | 69.5%-0.8pp |
| Annual return | 11.26% | 17.33%-6.1pp | 388.13%-376.9pp | 25.83%-14.6pp |
| Employer contribution / active EE | $1,940 | $3,297-41.2% | $4,126-53.0% | $2,584-25.0% |
| Participant deferral / active EE | $3,511 | $4,152-15.4% | $5,247-33.1% | $4,194-16.3% |
| Admin fee / account holder | $4,122 | $8,722-52.7% | $11,799-65.1% | $7,856-47.5% |