Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $28,658 | $97,765-70.7% | $103,486-72.3% | $145,884-80.4% |
| Participation rate | 38.1% | 81.1%-43.0pp | 80.5%-42.5pp | 80.3%-42.2pp |
| Annual return | 9.52% | 25.44%-15.9pp | 23.93%-14.4pp | 551.85%-542.3pp |
| Employer contribution / active EE | $1,706 | $4,687-63.6% | $4,679-63.5% | $4,662-63.4% |
| Participant deferral / active EE | $2,516 | $6,606-61.9% | $6,628-62.0% | $6,690-62.4% |
| Admin fee / account holder | $2,477 | $12,505-80.2% | $9,354-73.5% | $13,392-81.5% |