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 | $22,627 | $95,406-76.3% | $185,849-87.8% | $85,847-73.6% |
| Participation rate | 31.0% | 68.8%-37.7pp | 81.7%-50.7pp | 69.3%-38.3pp |
| Annual return | 9.63% | 23.59%-14.0pp | 122.10%-112.5pp | 318.61%-309.0pp |
| Employer contribution / active EE | $756 | $3,314-77.2% | $5,169-85.4% | $2,565-70.5% |
| Participant deferral / active EE | $1,468 | $3,424-57.1% | $5,569-73.6% | $3,952-62.9% |
| Admin fee / account holder | $3,862 | $7,214-46.5% | $16,244-76.2% | $6,261-38.3% |