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 | $26,348 | $51,638-49.0% | $68,368-61.5% | $82,448-68.0% |
| Participation rate | 39.3% | 63.6%-24.3pp | 73.8%-34.5pp | 68.1%-28.8pp |
| Annual return | 5.74% | 37.53%-31.8pp | 292.57%-286.8pp | 41.64%-35.9pp |
| Employer contribution / active EE | $397 | $2,047-80.6% | $2,649-85.0% | $2,551-84.4% |
| Participant deferral / active EE | $757 | $2,914-74.0% | $4,123-81.6% | $4,139-81.7% |
| Admin fee / account holder | $3,279 | $4,643-29.4% | $5,150-36.3% | $7,234-54.7% |