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 | $124,382 | $81,358+52.9% | $155,556-20.0% | $80,959+53.6% |
| Participation rate | 46.8% | 66.3%-19.5pp | 78.2%-31.4pp | 67.7%-20.9pp |
| Annual return | 9.39% | 33.39%-24.0pp | 64.84%-55.4pp | 35.67%-26.3pp |
| Employer contribution / active EE | $1,569 | $3,106-49.5% | $4,675-66.4% | $2,757-43.1% |
| Participant deferral / active EE | $3,139 | $3,455-9.2% | $5,631-44.3% | $4,300-27.0% |
| Admin fee / account holder | $3,887 | $7,994-51.4% | $15,885-75.5% | $6,925-43.9% |