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 | $15,270 | $81,331-81.2% | $155,534-90.2% | $80,935-81.1% |
| Participation rate | 56.8% | 66.3%-9.5pp | 78.2%-21.4pp | 67.7%-10.9pp |
| Annual return | 7.64% | 33.37%-25.7pp | 64.92%-57.3pp | 35.66%-28.0pp |
| Employer contribution / active EE | $516 | $3,105-83.4% | $4,675-89.0% | $2,757-81.3% |
| Participant deferral / active EE | $1,462 | $3,454-57.7% | $5,630-74.0% | $4,299-66.0% |
| Admin fee / account holder | $1,116 | $7,999-86.1% | $15,900-93.0% | $6,924-83.9% |