Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $36,683 | $101,795-64.0% | $165,100-77.8% | $80,959-54.7% |
| Participation rate | 59.3% | 71.8%-12.6pp | 78.6%-19.4pp | 67.7%-8.4pp |
| Annual return | 10.54% | 16.73%-6.2pp | 70.21%-59.7pp | 35.67%-25.1pp |
| Employer contribution / active EE | $2,185 | $2,954-26.0% | $4,348-49.8% | $2,757-20.8% |
| Participant deferral / active EE | $3,501 | $4,476-21.8% | $6,035-42.0% | $4,300-18.6% |
| Admin fee / account holder | $1,166 | $8,221-85.8% | $12,696-90.8% | $6,925-83.2% |