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 | $35,352 | $78,707-55.1% | $117,861-70.0% | $70,126-49.6% |
| Participation rate | 69.7% | 73.2%-3.5pp | 79.7%-9.9pp | 69.5%+0.2pp |
| Annual return | 10.22% | 23.30%-13.1pp | 335.11%-324.9pp | 73.15%-62.9pp |
| Employer contribution / active EE | $1,633 | $2,223-26.6% | $3,786-56.9% | $2,343-30.3% |
| Participant deferral / active EE | $2,555 | $3,297-22.5% | $4,482-43.0% | $3,332-23.3% |
| Admin fee / account holder | $306 | $5,066-94.0% | $8,021-96.2% | $4,645-93.4% |