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 | $18,461 | $85,169-78.3% | $172,755-89.3% | $72,983-74.7% |
| Participation rate | 40.6% | 70.1%-29.5pp | 82.6%-42.1pp | 69.5%-28.9pp |
| Annual return | 3.96% | 27.32%-23.4pp | 802.94%-799.0pp | 81.01%-77.1pp |
| Employer contribution / active EE | $908 | $3,324-72.7% | $5,144-82.4% | $2,440-62.8% |
| Participant deferral / active EE | $1,582 | $3,260-51.5% | $5,198-69.6% | $3,608-56.1% |
| Admin fee / account holder | $2,224 | $5,880-62.2% | $13,955-84.1% | $5,124-56.6% |