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 | $46,767 | $68,852-32.1% | $120,524-61.2% | $80,925-42.2% |
| Participation rate | 64.7% | 61.6%+3.1pp | 71.9%-7.2pp | 67.7%-3.0pp |
| Annual return | 7.24% | 23.67%-16.4pp | 107.36%-100.1pp | 35.65%-28.4pp |
| Employer contribution / active EE | $1,847 | $2,063-10.5% | $3,469-46.8% | $2,756-33.0% |
| Participant deferral / active EE | $4,410 | $3,187+38.4% | $4,994-11.7% | $4,299+2.6% |
| Admin fee / account holder | $2,755 | $5,781-52.3% | $9,440-70.8% | $6,940-60.3% |