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 | $83,705 | $81,358+2.9% | $155,556-46.2% | $80,959+3.4% |
| Participation rate | 36.2% | 66.3%-30.0pp | 78.2%-42.0pp | 67.7%-31.4pp |
| Annual return | 10.63% | 33.39%-22.8pp | 64.84%-54.2pp | 35.67%-25.0pp |
| Employer contribution / active EE | $979 | $3,106-68.5% | $4,675-79.1% | $2,757-64.5% |
| Participant deferral / active EE | $1,843 | $3,455-46.7% | $5,631-67.3% | $4,300-57.1% |
| Admin fee / account holder | $1,480 | $7,994-81.5% | $15,885-90.7% | $6,925-78.6% |