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 | $91,124 | $92,041-1.0% | $299,830-69.6% | $94,015-3.1% |
| Participation rate | 61.5% | 71.4%-9.9pp | 78.5%-17.0pp | 70.8%-9.3pp |
| Annual return | 10.32% | 15.24%-4.9pp | 10.58%-0.3pp | 17.84%-7.5pp |
| Employer contribution / active EE | $2,311 | $2,506-7.8% | $5,842-60.4% | $2,790-17.2% |
| Participant deferral / active EE | $4,820 | $4,287+12.4% | $7,038-31.5% | $4,249+13.4% |
| Admin fee / account holder | $993 | $8,997-89.0% | $50,982-98.1% | $8,951-88.9% |