Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $34,280 | $81,331-57.9% | $155,534-78.0% | $80,935-57.6% |
| Participation rate | 48.4% | 66.3%-17.9pp | 78.2%-29.8pp | 67.7%-19.3pp |
| Annual return | 10.32% | 33.37%-23.1pp | 64.92%-54.6pp | 35.66%-25.3pp |
| Employer contribution / active EE | $1,216 | $3,105-60.8% | $4,675-74.0% | $2,757-55.9% |
| Participant deferral / active EE | $1,577 | $3,454-54.3% | $5,630-72.0% | $4,299-63.3% |
| Admin fee / account holder | $2,003 | $7,999-75.0% | $15,900-87.4% | $6,924-71.1% |