Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $30,934 | $48,314-36.0% | $67,561-54.2% | $80,925-61.8% |
| Participation rate | 59.5% | 66.4%-6.9pp | 72.9%-13.4pp | 67.7%-8.1pp |
| Annual return | 7.88% | 18.28%-10.4pp | 3525.44%-3517.6pp | 35.65%-27.8pp |
| Employer contribution / active EE | $445 | $2,022-78.0% | $2,735-83.7% | $2,756-83.9% |
| Participant deferral / active EE | $3,684 | $2,927+25.9% | $4,003-8.0% | $4,299-14.3% |
| Admin fee / account holder | $1,557 | $3,690-57.8% | $4,006-61.1% | $6,940-77.6% |