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 | $56,750 | $48,053+18.1% | $84,628-32.9% | $72,975-22.2% |
| Participation rate | 33.3% | 57.6%-24.2pp | 68.2%-34.9pp | 69.5%-36.2pp |
| Annual return | 16.73% | 37.39%-20.7pp | 258.80%-242.1pp | 81.01%-64.3pp |
| Employer contribution / active EE | $1,385 | $1,602-13.5% | $2,653-47.8% | $2,440-43.2% |
| Participant deferral / active EE | $3,234 | $2,681+20.6% | $3,900-17.1% | $3,608-10.4% |
| Admin fee / account holder | $463 | $3,395-86.4% | $4,914-90.6% | $5,124-91.0% |