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 | $21,540 | $81,358-73.5% | $155,556-86.2% | $80,959-73.4% |
| Participation rate | 13.7% | 66.3%-52.5pp | 78.2%-64.5pp | 67.7%-53.9pp |
| Annual return | 10.17% | 33.39%-23.2pp | 64.84%-54.7pp | 35.67%-25.5pp |
| Employer contribution / active EE | $488 | $3,106-84.3% | $4,675-89.6% | $2,757-82.3% |
| Participant deferral / active EE | $1,099 | $3,455-68.2% | $5,631-80.5% | $4,300-74.4% |
| Admin fee / account holder | $659 | $7,994-91.8% | $15,885-95.9% | $6,925-90.5% |