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 | $20,286 | $110,379-81.6% | $102,412-80.2% | $145,884-86.1% |
| Participation rate | 45.0% | 77.9%-32.9pp | 74.5%-29.5pp | 80.3%-35.3pp |
| Annual return | 7.20% | 24.84%-17.6pp | 24.94%-17.7pp | 551.85%-544.6pp |
| Employer contribution / active EE | $894 | $4,216-78.8% | $3,870-76.9% | $4,662-80.8% |
| Participant deferral / active EE | $2,430 | $5,622-56.8% | $5,060-52.0% | $6,690-63.7% |
| Admin fee / account holder | $856 | $9,745-91.2% | $8,388-89.8% | $13,392-93.6% |