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 | $200,016 | $91,536+118.5% | $130,062+53.8% | $75,177+166.1% |
| Participation rate | 48.1% | 71.5%-23.3pp | 78.5%-30.4pp | 67.2%-19.1pp |
| Annual return | 9.46% | -631.62%+641.1pp | -137.37%+146.8pp | 160.75%-151.3pp |
| Employer contribution / active EE | $1,812 | $2,845-36.3% | $4,322-58.1% | $2,671-32.2% |
| Participant deferral / active EE | $4,171 | $4,343-4.0% | $5,821-28.3% | $4,126+1.1% |
| Admin fee / account holder | $7,412 | $6,780+9.3% | $10,601-30.1% | $5,651+31.2% |