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 | $49,591 | $48,050+3.2% | $96,754-48.7% | $64,340-22.9% |
| Participation rate | 25.6% | 40.6%-15.0pp | 70.3%-44.7pp | 55.2%-29.7pp |
| Annual return | 12.79% | 23.41%-10.6pp | 82.04%-69.2pp | 24.14%-11.3pp |
| Employer contribution / active EE | $529 | $1,204-56.0% | $2,679-80.2% | $1,862-71.6% |
| Participant deferral / active EE | $960 | $2,191-56.2% | $4,758-79.8% | $2,980-67.8% |
| Admin fee / account holder | $627 | $3,741-83.2% | $8,905-93.0% | $3,703-83.1% |