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 | $63,139 | $58,627+7.7% | $76,735-17.7% | $82,448-23.4% |
| Participation rate | 33.3% | 63.2%-29.9pp | 69.5%-36.2pp | 68.1%-34.7pp |
| Annual return | 11.78% | 39.10%-27.3pp | 29.77%-18.0pp | 41.64%-29.9pp |
| Employer contribution / active EE | $426 | $1,729-75.4% | $2,454-82.6% | $2,551-83.3% |
| Participant deferral / active EE | $1,167 | $3,134-62.8% | $4,088-71.5% | $4,139-71.8% |
| Admin fee / account holder | $4,453 | $5,323-16.3% | $7,189-38.1% | $7,234-38.4% |