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 | $163,560 | $101,618+61.0% | $93,063+75.8% | $137,256+19.2% |
| Participation rate | 35.3% | 74.9%-39.6pp | 72.1%-36.8pp | 80.0%-44.7pp |
| Annual return | 10.17% | 223.95%-213.8pp | 34.15%-24.0pp | 220.34%-210.2pp |
| Employer contribution / active EE | $1,225 | $2,707-54.7% | $2,476-50.5% | $4,156-70.5% |
| Participant deferral / active EE | $2,572 | $4,279-39.9% | $3,958-35.0% | $6,407-59.9% |
| Admin fee / account holder | $4,788 | $6,198-22.7% | $6,033-20.6% | $12,270-61.0% |