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 | $29,958 | $54,541-45.1% | $78,778-62.0% | $70,126-57.3% |
| Participation rate | 68.8% | 60.8%+8.0pp | 69.2%-0.4pp | 69.5%-0.8pp |
| Annual return | 10.39% | 21.07%-10.7pp | 35.62%-25.2pp | 73.15%-62.8pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,435 | $2,210+55.4% | $2,958+16.1% | $3,332+3.1% |
| Admin fee / account holder | $1,479 | $3,709-60.1% | $5,134-71.2% | $4,645-68.2% |