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 | $60,770 | $55,713+9.1% | $75,901-19.9% | $72,975-16.7% |
| Participation rate | 40.6% | 61.1%-20.5pp | 69.3%-28.7pp | 69.5%-28.9pp |
| Annual return | 14.39% | 27.60%-13.2pp | 30.76%-16.4pp | 81.01%-66.6pp |
| Employer contribution / active EE | $531 | $1,687-68.5% | $2,501-78.8% | $2,440-78.2% |
| Participant deferral / active EE | $1,147 | $2,634-56.5% | $3,603-68.2% | $3,608-68.2% |
| Admin fee / account holder | $6,279 | $3,980+57.7% | $5,420+15.8% | $5,124+22.5% |