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 | $105,611 | $108,825-3.0% | $156,181-32.4% | $82,448+28.1% |
| Participation rate | 56.3% | 72.4%-16.1pp | 78.8%-22.6pp | 68.1%-11.8pp |
| Annual return | 12.27% | 20.59%-8.3pp | 64.87%-52.6pp | 41.64%-29.4pp |
| Employer contribution / active EE | $1,587 | $2,870-44.7% | $4,294-63.0% | $2,551-37.8% |
| Participant deferral / active EE | $3,990 | $4,577-12.8% | $6,132-34.9% | $4,139-3.6% |
| Admin fee / account holder | $3,073 | $9,341-67.1% | $14,586-78.9% | $7,234-57.5% |