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 | $87,193 | $81,476+7.0% | $102,383-14.8% | $80,925+7.7% |
| Participation rate | 69.4% | 66.8%+2.6pp | 74.5%-5.1pp | 67.7%+1.8pp |
| Annual return | 10.40% | 25.59%-15.2pp | 24.94%-14.5pp | 35.65%-25.2pp |
| Employer contribution / active EE | $2,604 | $3,105-16.1% | $3,870-32.7% | $2,756-5.5% |
| Participant deferral / active EE | $5,772 | $3,871+49.1% | $5,060+14.1% | $4,299+34.3% |
| Admin fee / account holder | $1,541 | $6,717-77.1% | $8,391-81.6% | $6,940-77.8% |