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 | $33,612 | $78,015-56.9% | $178,505-81.2% | $80,959-58.5% |
| Participation rate | 57.7% | 65.7%-8.0pp | 77.1%-19.4pp | 67.7%-10.0pp |
| Annual return | 8.92% | 18.10%-9.2pp | 27.16%-18.2pp | 35.67%-26.7pp |
| Employer contribution / active EE | $1,510 | $2,281-33.8% | $3,955-61.8% | $2,757-45.2% |
| Participant deferral / active EE | $3,025 | $4,406-31.3% | $6,280-51.8% | $4,300-29.7% |
| Admin fee / account holder | $2,869 | $7,160-59.9% | $10,428-72.5% | $6,925-58.6% |