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 | $130,581 | $61,125+113.6% | $94,057+38.8% | $87,485+49.3% |
| Participation rate | 67.6% | 64.1%+3.5pp | 73.3%-5.8pp | 68.9%-1.4pp |
| Annual return | 12.40% | 35.20%-22.8pp | 480.62%-468.2pp | 26.06%-13.7pp |
| Employer contribution / active EE | $1,950 | $2,136-8.7% | $2,933-33.5% | $2,596-24.9% |
| Participant deferral / active EE | $4,635 | $3,260+42.2% | $4,709-1.6% | $4,274+8.5% |
| Admin fee / account holder | $4,247 | $5,629-24.6% | $7,244-41.4% | $7,775-45.4% |