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 | $101,212 | $78,690+28.6% | $161,489-37.3% | $87,485+15.7% |
| Participation rate | 43.3% | 67.5%-24.1pp | 78.7%-35.4pp | 68.9%-25.6pp |
| Annual return | 12.21% | 32.74%-20.5pp | 89.72%-77.5pp | 26.06%-13.8pp |
| Employer contribution / active EE | $1,846 | $2,588-28.7% | $4,268-56.7% | $2,596-28.9% |
| Participant deferral / active EE | $3,567 | $3,311+7.7% | $5,630-36.6% | $4,274-16.5% |
| Admin fee / account holder | $5,495 | $6,724-18.3% | $16,006-65.7% | $7,775-29.3% |