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 | $122,592 | $59,813+105.0% | $79,580+54.0% | $68,486+79.0% |
| Participation rate | 61.7% | 61.1%+0.7pp | 69.5%-7.8pp | 67.9%-6.2pp |
| Annual return | -20.17% | -12.30%-7.9pp | 0.15%-20.3pp | -7.85%-12.3pp |
| Employer contribution / active EE | $2,217 | $1,505+47.3% | $2,413-8.1% | $2,597-14.6% |
| Participant deferral / active EE | $5,693 | $3,024+88.2% | $3,985+42.9% | $4,028+41.4% |
| Admin fee / account holder | $10,062 | $4,835+108.1% | $6,835+47.2% | $5,404+86.2% |