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 | $15,884 | $84,953-81.3% | $163,379-90.3% | $82,637-80.8% |
| Participation rate | 53.1% | 65.9%-12.9pp | 76.8%-23.8pp | 68.1%-15.0pp |
| Annual return | 10.58% | 23.07%-12.5pp | 63.41%-52.8pp | 53.51%-42.9pp |
| Employer contribution / active EE | $840 | $2,183-61.5% | $3,752-77.6% | $2,552-67.1% |
| Participant deferral / active EE | $2,134 | $4,326-50.7% | $6,282-66.0% | $4,126-48.3% |
| Admin fee / account holder | $1,877 | $7,921-76.3% | $9,818-80.9% | $7,339-74.4% |