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 | $184,455 | $73,787+150.0% | $98,716+86.9% | $82,448+123.7% |
| Participation rate | 20.7% | 61.4%-40.7pp | 69.3%-48.6pp | 68.1%-47.4pp |
| Annual return | 8.89% | 18.57%-9.7pp | 31.81%-22.9pp | 41.64%-32.7pp |
| Employer contribution / active EE | $682 | $1,511-54.8% | $2,279-70.1% | $2,551-73.3% |
| Participant deferral / active EE | $4,656 | $3,081+51.1% | $4,048+15.0% | $4,139+12.5% |
| Admin fee / account holder | $72,498 | $6,500+1015.3% | $8,703+733.0% | $7,234+902.1% |