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 | $32,910 | $156,398-79.0% | $147,318-77.7% | $138,895-76.3% |
| Participation rate | 54.2% | 83.8%-29.6pp | 82.1%-27.9pp | 79.9%-25.8pp |
| Annual return | 11.88% | 78.75%-66.9pp | 70.43%-58.6pp | 145.39%-133.5pp |
| Employer contribution / active EE | $3,377 | $4,853-30.4% | $4,593-26.5% | $4,194-19.5% |
| Participant deferral / active EE | $5,279 | $8,237-35.9% | $7,906-33.2% | $6,396-17.5% |
| Admin fee / account holder | $8,090 | $14,976-46.0% | $13,708-41.0% | $12,562-35.6% |