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 | $45,168 | $61,816-26.9% | $97,260-53.6% | $80,935-44.2% |
| Participation rate | 37.5% | 63.5%-26.0pp | 72.7%-35.2pp | 67.7%-30.2pp |
| Annual return | 9.10% | -558.73%+567.8pp | 75.54%-66.4pp | 35.66%-26.6pp |
| Employer contribution / active EE | $865 | $1,836-52.9% | $2,721-68.2% | $2,757-68.6% |
| Participant deferral / active EE | $1,601 | $3,027-47.1% | $4,262-62.4% | $4,299-62.8% |
| Admin fee / account holder | $2,597 | $5,166-49.7% | $5,640-53.9% | $6,924-62.5% |