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 | $58,746 | $77,901-24.6% | $149,717-60.8% | $75,181-21.9% |
| Participation rate | 58.2% | 65.6%-7.4pp | 78.8%-20.6pp | 67.2%-9.0pp |
| Annual return | 13.26% | 31.73%-18.5pp | 134.41%-121.1pp | 160.69%-147.4pp |
| Employer contribution / active EE | $598 | $3,137-80.9% | $4,820-87.6% | $2,671-77.6% |
| Participant deferral / active EE | $1,630 | $3,411-52.2% | $5,682-71.3% | $4,126-60.5% |
| Admin fee / account holder | $5,553 | $5,949-6.7% | $13,213-58.0% | $5,650-1.7% |