Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $21,690 | $52,306-58.5% | $69,779-68.9% | $62,881-65.5% |
| Participation rate | 45.7% | 67.2%-21.6pp | 71.8%-26.2pp | 69.3%-23.7pp |
| Annual return | 4.32% | 13.35%-9.0pp | 12.99%-8.7pp | 20.14%-15.8pp |
| Employer contribution / active EE | $0 | $1,799-100.0% | $2,338-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,339 | $2,395-44.1% | $2,931-54.3% | $3,203-58.2% |
| Admin fee / account holder | $588 | $3,691-84.1% | $4,381-86.6% | $4,296-86.3% |