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 | $19,162 | $110,410-82.6% | $102,437-81.3% | $145,897-86.9% |
| Participation rate | 63.6% | 77.9%-14.3pp | 74.5%-10.9pp | 80.3%-16.7pp |
| Annual return | 7.05% | 24.85%-17.8pp | 24.95%-17.9pp | 552.29%-545.2pp |
| Employer contribution / active EE | $1,798 | $4,217-57.4% | $3,871-53.5% | $4,663-61.4% |
| Participant deferral / active EE | $3,188 | $5,622-43.3% | $5,060-37.0% | $6,689-52.3% |
| Admin fee / account holder | $6,134 | $9,745-37.1% | $8,388-26.9% | $13,390-54.2% |