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 | $128,022 | $117,846+8.6% | $102,434+25.0% | $145,884-12.2% |
| Participation rate | 58.3% | 78.6%-20.3pp | 76.5%-18.2pp | 80.3%-22.0pp |
| Annual return | 7.83% | 31.90%-24.1pp | 29.46%-21.6pp | 551.85%-544.0pp |
| Employer contribution / active EE | $1,243 | $3,615-65.6% | $3,023-58.9% | $4,662-73.3% |
| Participant deferral / active EE | $6,149 | $5,733+7.3% | $5,055+21.7% | $6,690-8.1% |
| Admin fee / account holder | $1,452 | $13,356-89.1% | $9,462-84.7% | $13,392-89.2% |