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 | $89,259-22.4% | $107,187-35.4% | $82,637-16.2% |
| Participation rate | 68.8% | 67.9%+0.8pp | 75.0%-6.3pp | 68.1%+0.7pp |
| Annual return | 11.26% | 21.02%-9.8pp | 204.55%-193.3pp | 53.51%-42.2pp |
| Employer contribution / active EE | $1,940 | $3,080-37.0% | $3,782-48.7% | $2,552-24.0% |
| Participant deferral / active EE | $3,511 | $4,037-13.0% | $5,096-31.1% | $4,126-14.9% |
| Admin fee / account holder | $4,122 | $7,381-44.2% | $9,162-55.0% | $7,339-43.8% |