Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $92,519 | $55,889+65.5% | $76,119+21.5% | $80,935+14.3% |
| Participation rate | 59.3% | 62.1%-2.8pp | 69.1%-9.8pp | 67.7%-8.4pp |
| Annual return | 9.45% | 20.58%-11.1pp | 361.25%-351.8pp | 35.66%-26.2pp |
| Employer contribution / active EE | $2,976 | $1,866+59.5% | $2,693+10.5% | $2,757+8.0% |
| Participant deferral / active EE | $5,562 | $3,051+82.3% | $4,259+30.6% | $4,299+29.4% |
| Admin fee / account holder | $748 | $5,241-85.7% | $6,421-88.3% | $6,924-89.2% |