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 | $41,593 | $48,053-13.4% | $84,637-50.9% | $72,976-43.0% |
| Participation rate | 53.8% | 57.6%-3.7pp | 68.2%-14.4pp | 69.5%-15.6pp |
| Annual return | 17.81% | 37.39%-19.6pp | 258.82%-241.0pp | 81.02%-63.2pp |
| Employer contribution / active EE | $370 | $1,602-76.9% | $2,653-86.0% | $2,440-84.8% |
| Participant deferral / active EE | $1,974 | $2,681-26.4% | $3,900-49.4% | $3,608-45.3% |
| Admin fee / account holder | $635 | $3,395-81.3% | $4,914-87.1% | $5,124-87.6% |