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 | $68,510 | $81,331-15.8% | $155,534-56.0% | $80,935-15.4% |
| Participation rate | 30.8% | 66.3%-35.5pp | 78.2%-47.4pp | 67.7%-36.9pp |
| Annual return | 10.32% | 33.37%-23.1pp | 64.92%-54.6pp | 35.66%-25.3pp |
| Employer contribution / active EE | $1,483 | $3,105-52.2% | $4,675-68.3% | $2,757-46.2% |
| Participant deferral / active EE | $2,359 | $3,454-31.7% | $5,630-58.1% | $4,299-45.1% |
| Admin fee / account holder | $2,186 | $7,999-72.7% | $15,900-86.3% | $6,924-68.4% |