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 | $37,663 | $77,908-51.7% | $149,696-74.8% | $75,173-49.9% |
| Participation rate | 42.2% | 65.6%-23.4pp | 78.8%-36.6pp | 67.2%-25.0pp |
| Annual return | 12.76% | 31.73%-19.0pp | 134.46%-121.7pp | 160.72%-148.0pp |
| Employer contribution / active EE | $701 | $3,138-77.7% | $4,821-85.5% | $2,671-73.8% |
| Participant deferral / active EE | $1,122 | $3,411-67.1% | $5,682-80.3% | $4,126-72.8% |
| Admin fee / account holder | $1,520 | $5,950-74.5% | $13,212-88.5% | $5,651-73.1% |