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 | $53,416 | $63,346-15.7% | $92,240-42.1% | $70,126-23.8% |
| Participation rate | 64.2% | 68.7%-4.5pp | 76.5%-12.3pp | 69.5%-5.3pp |
| Annual return | 9.12% | 530.19%-521.1pp | 176.29%-167.2pp | 73.15%-64.0pp |
| Employer contribution / active EE | $1,807 | $2,471-26.9% | $3,680-50.9% | $2,343-22.8% |
| Participant deferral / active EE | $2,858 | $2,854+0.2% | $3,897-26.7% | $3,332-14.2% |
| Admin fee / account holder | $2,880 | $3,841-25.0% | $5,194-44.6% | $4,645-38.0% |