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 | $30,250 | $87,059-65.3% | $105,608-71.4% | $80,925-62.6% |
| Participation rate | 69.5% | 70.4%-1.0pp | 75.3%-5.8pp | 67.7%+1.8pp |
| Annual return | 8.34% | 17.05%-8.7pp | 116.50%-108.2pp | 35.65%-27.3pp |
| Employer contribution / active EE | $1,778 | $2,396-25.8% | $3,167-43.9% | $2,756-35.5% |
| Participant deferral / active EE | $2,594 | $3,986-34.9% | $5,010-48.2% | $4,299-39.7% |
| Admin fee / account holder | $1,381 | $8,443-83.6% | $11,028-87.5% | $6,940-80.1% |