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 | $41,807 | $83,898-50.2% | $133,346-68.6% | $94,015-55.5% |
| Participation rate | 61.5% | 63.4%-1.8pp | 72.8%-11.3pp | 70.8%-9.3pp |
| Annual return | 10.25% | 16.00%-5.7pp | 36.85%-26.6pp | 17.84%-7.6pp |
| Employer contribution / active EE | $960 | $1,821-47.3% | $2,853-66.4% | $2,790-65.6% |
| Participant deferral / active EE | $1,800 | $3,245-44.5% | $4,332-58.5% | $4,249-57.7% |
| Admin fee / account holder | $4,993 | $7,809-36.1% | $14,264-65.0% | $8,951-44.2% |