Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $49,989 | $48,337+3.4% | $67,560-26.0% | $80,959-38.3% |
| Participation rate | 23.8% | 66.4%-42.6pp | 72.9%-49.1pp | 67.7%-43.9pp |
| Annual return | 10.31% | 18.26%-8.0pp | 3533.50%-3523.2pp | 35.67%-25.4pp |
| Employer contribution / active EE | $815 | $2,023-59.7% | $2,737-70.2% | $2,757-70.4% |
| Participant deferral / active EE | $1,944 | $2,928-33.6% | $4,004-51.4% | $4,300-54.8% |
| Admin fee / account holder | $5,152 | $3,695+39.4% | $3,994+29.0% | $6,925-25.6% |