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 | $64,309 | $89,370-28.0% | $141,197-54.5% | $72,976-11.9% |
| Participation rate | 66.0% | 75.1%-9.1pp | 82.5%-16.5pp | 69.5%-3.5pp |
| Annual return | 10.04% | 111.88%-101.8pp | 71.41%-61.4pp | 81.02%-71.0pp |
| Employer contribution / active EE | $1,539 | $3,115-50.6% | $4,736-67.5% | $2,440-36.9% |
| Participant deferral / active EE | $2,773 | $5,419-48.8% | $6,710-58.7% | $3,608-23.1% |
| Admin fee / account holder | $2,477 | $5,957-58.4% | $10,265-75.9% | $5,124-51.7% |