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 | $35,095 | $77,472-54.7% | $100,415-65.1% | $80,959-56.7% |
| Participation rate | 61.9% | 76.9%-15.0pp | 81.5%-19.6pp | 67.7%-5.8pp |
| Annual return | 10.35% | 37.26%-26.9pp | 49.47%-39.1pp | 35.67%-25.3pp |
| Employer contribution / active EE | $1,060 | $2,800-62.1% | $3,943-73.1% | $2,757-61.5% |
| Participant deferral / active EE | $3,564 | $6,818-47.7% | $8,091-56.0% | $4,300-17.1% |
| Admin fee / account holder | $3,204 | $5,885-45.5% | $7,906-59.5% | $6,925-53.7% |