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 | $62,625 | $81,331-23.0% | $155,534-59.7% | $80,935-22.6% |
| Participation rate | 60.0% | 66.3%-6.3pp | 78.2%-18.2pp | 67.7%-7.7pp |
| Annual return | 10.17% | 33.37%-23.2pp | 64.92%-54.7pp | 35.66%-25.5pp |
| Employer contribution / active EE | $639 | $3,105-79.4% | $4,675-86.3% | $2,757-76.8% |
| Participant deferral / active EE | $2,074 | $3,454-40.0% | $5,630-63.2% | $4,299-51.8% |
| Admin fee / account holder | $8,654 | $7,999+8.2% | $15,900-45.6% | $6,924+25.0% |