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 | $19,449 | $70,666-72.5% | $169,385-88.5% | $75,181-74.1% |
| Participation rate | 42.4% | 64.8%-22.4pp | 77.2%-34.7pp | 67.2%-24.8pp |
| Annual return | 6.30% | 36.37%-30.1pp | 405.82%-399.5pp | 160.69%-154.4pp |
| Employer contribution / active EE | $973 | $2,210-56.0% | $4,012-75.7% | $2,671-63.6% |
| Participant deferral / active EE | $1,613 | $4,308-62.6% | $6,221-74.1% | $4,126-60.9% |
| Admin fee / account holder | $1,029 | $5,402-81.0% | $9,011-88.6% | $5,650-81.8% |