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 | $19,372 | $45,343-57.3% | $150,298-87.1% | $67,986-71.5% |
| Participation rate | 41.9% | 51.9%-10.0pp | 77.8%-35.9pp | 57.2%-15.3pp |
| Annual return | 9.70% | 33.28%-23.6pp | 62.79%-53.1pp | 31.67%-22.0pp |
| Employer contribution / active EE | $0 | $1,462-100.0% | $4,154-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $759 | $2,055-63.1% | $5,453-86.1% | $3,358-77.4% |
| Admin fee / account holder | $1,564 | $2,250-30.5% | $14,116-88.9% | $3,203-51.2% |