Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $24,509 | $37,446-34.5% | $77,513-68.4% | $79,852-69.3% |
| Participation rate | 38.0% | 41.5%-3.5pp | 54.2%-16.2pp | 69.6%-31.6pp |
| Annual return | 8.14% | 39.76%-31.6pp | 54.81%-46.7pp | 31.72%-23.6pp |
| Employer contribution / active EE | $662 | $637+3.9% | $987-32.9% | $2,471-73.2% |
| Participant deferral / active EE | $787 | $1,261-37.6% | $1,861-57.7% | $3,740-79.0% |
| Admin fee / account holder | $886 | $2,506-64.7% | $2,859-69.0% | $5,306-83.3% |