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 | $181,474 | $89,259+103.3% | $107,187+69.3% | $82,637+119.6% |
| Participation rate | 64.5% | 67.9%-3.4pp | 75.0%-10.5pp | 68.1%-3.5pp |
| Annual return | 9.82% | 21.02%-11.2pp | 204.55%-194.7pp | 53.51%-43.7pp |
| Employer contribution / active EE | $1,309 | $3,080-57.5% | $3,782-65.4% | $2,552-48.7% |
| Participant deferral / active EE | $3,869 | $4,037-4.2% | $5,096-24.1% | $4,126-6.2% |
| Admin fee / account holder | $1,469 | $7,381-80.1% | $9,162-84.0% | $7,339-80.0% |