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 | $77,746 | $57,061+36.3% | $85,063-8.6% | $80,911-3.9% |
| Participation rate | 60.7% | 56.3%+4.4pp | 67.5%-6.8pp | 67.6%-6.9pp |
| Annual return | 9.78% | 21.66%-11.9pp | 66.54%-56.8pp | 35.63%-25.9pp |
| Employer contribution / active EE | $2,698 | $1,799+50.0% | $2,727-1.1% | $2,756-2.1% |
| Participant deferral / active EE | $5,792 | $3,110+86.2% | $4,523+28.1% | $4,297+34.8% |
| Admin fee / account holder | $1,838 | $4,986-63.1% | $6,155-70.1% | $6,935-73.5% |