Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $170,340 | $183,592-7.2% | $155,574+9.5% | $145,877+16.8% |
| Participation rate | 64.3% | 82.7%-18.4pp | 78.2%-13.9pp | 80.3%-16.0pp |
| Annual return | 7.61% | 61.37%-53.8pp | 64.87%-57.3pp | 551.28%-543.7pp |
| Employer contribution / active EE | $1,614 | $5,317-69.6% | $4,676-65.5% | $4,663-65.4% |
| Participant deferral / active EE | $8,654 | $6,466+33.8% | $5,629+53.7% | $6,691+29.3% |
| Admin fee / account holder | $7,615 | $19,316-60.6% | $15,914-52.1% | $13,402-43.2% |