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 | $28,409 | $52,279-45.7% | $89,435-68.2% | $79,856-64.4% |
| Participation rate | 20.4% | 57.5%-37.1pp | 68.0%-47.6pp | 69.6%-49.2pp |
| Annual return | 11.11% | 22.16%-11.1pp | 245.55%-234.4pp | 31.71%-20.6pp |
| Employer contribution / active EE | $313 | $1,572-80.1% | $2,587-87.9% | $2,471-87.3% |
| Participant deferral / active EE | $1,164 | $2,740-57.5% | $3,890-70.1% | $3,741-68.9% |
| Admin fee / account holder | $2,781 | $3,356-17.1% | $4,884-43.1% | $5,306-47.6% |