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 | $98,228 | $211,224-53.5% | $178,505-45.0% | $145,897-32.7% |
| Participation rate | 60.9% | 80.8%-20.0pp | 77.1%-16.2pp | 80.3%-19.4pp |
| Annual return | 7.42% | 30.28%-22.9pp | 27.16%-19.7pp | 552.29%-544.9pp |
| Employer contribution / active EE | $1,565 | $4,577-65.8% | $3,955-60.4% | $4,663-66.4% |
| Participant deferral / active EE | $3,861 | $6,966-44.6% | $6,280-38.5% | $6,689-42.3% |
| Admin fee / account holder | $7,263 | $12,109-40.0% | $10,428-30.3% | $13,390-45.8% |