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 | $155,802 | $71,353+118.4% | $92,805+67.9% | $86,983+79.1% |
| Participation rate | 61.4% | 80.9%-19.5pp | 83.5%-22.1pp | 69.5%-8.2pp |
| Annual return | 13.74% | 44.68%-30.9pp | 31.59%-17.8pp | 25.83%-12.1pp |
| Employer contribution / active EE | $0 | $2,468-100.0% | $3,424-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $15,860 | $6,966+127.7% | $8,448+87.7% | $4,194+278.2% |
| Admin fee / account holder | $22,512 | $6,099+269.1% | $10,911+106.3% | $7,856+186.6% |