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 | $45,973 | $84,236-45.4% | $170,435-73.0% | $70,126-34.4% |
| Participation rate | 65.9% | 70.8%-5.0pp | 83.6%-17.7pp | 69.5%-3.7pp |
| Annual return | 6.83% | 23.06%-16.2pp | 205.94%-199.1pp | 73.15%-66.3pp |
| Employer contribution / active EE | $652 | $3,387-80.7% | $5,432-88.0% | $2,343-72.2% |
| Participant deferral / active EE | $1,292 | $3,086-58.1% | $4,939-73.8% | $3,332-61.2% |
| Admin fee / account holder | $967 | $5,698-83.0% | $13,881-93.0% | $4,645-79.2% |