Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $25,764 | $78,690-67.3% | $161,489-84.0% | $87,485-70.6% |
| Participation rate | 19.0% | 67.5%-48.4pp | 78.7%-59.6pp | 68.9%-49.9pp |
| Annual return | 7.32% | 32.74%-25.4pp | 89.72%-82.4pp | 26.06%-18.7pp |
| Employer contribution / active EE | $613 | $2,588-76.3% | $4,268-85.6% | $2,596-76.4% |
| Participant deferral / active EE | $1,157 | $3,311-65.0% | $5,630-79.4% | $4,274-72.9% |
| Admin fee / account holder | $6,352 | $6,724-5.5% | $16,006-60.3% | $7,775-18.3% |