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 | $144,810 | $64,920+123.1% | $103,693+39.7% | $86,983+66.5% |
| Participation rate | 65.7% | 63.6%+2.1pp | 72.6%-7.0pp | 69.5%-3.9pp |
| Annual return | 10.94% | 30.29%-19.3pp | 47.61%-36.7pp | 25.83%-14.9pp |
| Employer contribution / active EE | $1,453 | $2,141-32.1% | $2,920-50.2% | $2,584-43.8% |
| Participant deferral / active EE | $3,860 | $3,241+19.1% | $4,579-15.7% | $4,194-8.0% |
| Admin fee / account holder | $46,681 | $6,191+654.0% | $7,858+494.1% | $7,856+494.2% |