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 | $59,027 | $71,057-16.9% | $93,654-37.0% | $80,874-27.0% |
| Participation rate | 28.2% | 60.4%-32.2pp | 68.7%-40.5pp | 67.6%-39.4pp |
| Annual return | 8.06% | 11.26%-3.2pp | 133.34%-125.3pp | 35.62%-27.6pp |
| Employer contribution / active EE | $405 | $1,564-74.1% | $2,421-83.3% | $2,756-85.3% |
| Participant deferral / active EE | $2,628 | $4,034-34.9% | $4,413-40.4% | $4,297-38.8% |
| Admin fee / account holder | $2,052 | $6,944-70.4% | $8,282-75.2% | $6,935-70.4% |