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 | $64,407 | $89,364-27.9% | $141,177-54.4% | $72,983-11.8% |
| Participation rate | 54.4% | 75.1%-20.7pp | 82.5%-28.1pp | 69.5%-15.1pp |
| Annual return | 15.23% | 111.86%-96.6pp | 71.40%-56.2pp | 81.01%-65.8pp |
| Employer contribution / active EE | $1,601 | $3,115-48.6% | $4,736-66.2% | $2,440-34.4% |
| Participant deferral / active EE | $2,621 | $5,419-51.6% | $6,710-60.9% | $3,608-27.4% |
| Admin fee / account holder | $3,093 | $5,959-48.1% | $10,263-69.9% | $5,124-39.6% |