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 | $46,514 | $81,504-42.9% | $102,437-54.6% | $80,959-42.5% |
| Participation rate | 47.7% | 66.9%-19.1pp | 74.5%-26.8pp | 67.7%-19.9pp |
| Annual return | 9.18% | 25.60%-16.4pp | 24.95%-15.8pp | 35.67%-26.5pp |
| Employer contribution / active EE | $1,143 | $3,104-63.2% | $3,871-70.5% | $2,757-58.6% |
| Participant deferral / active EE | $2,414 | $3,871-37.6% | $5,060-52.3% | $4,300-43.9% |
| Admin fee / account holder | $1,197 | $6,719-82.2% | $8,388-85.7% | $6,925-82.7% |