Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $25,973 | $69,444-62.6% | $92,985-72.1% | $87,485-70.3% |
| Participation rate | 43.3% | 63.3%-20.0pp | 69.5%-26.2pp | 68.9%-25.6pp |
| Annual return | 4.56% | 23.85%-19.3pp | 27.99%-23.4pp | 26.06%-21.5pp |
| Employer contribution / active EE | $1,659 | $1,917-13.5% | $2,662-37.7% | $2,596-36.1% |
| Participant deferral / active EE | $2,301 | $3,364-31.6% | $4,377-47.4% | $4,274-46.1% |
| Admin fee / account holder | $1,003 | $6,137-83.7% | $9,463-89.4% | $7,775-87.1% |