Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $25,389 | $69,444-63.4% | $92,985-72.7% | $87,485-71.0% |
| Participation rate | 20.0% | 63.3%-43.3pp | 69.5%-49.5pp | 68.9%-48.9pp |
| Annual return | 11.24% | 23.85%-12.6pp | 27.99%-16.7pp | 26.06%-14.8pp |
| Employer contribution / active EE | $748 | $1,917-61.0% | $2,662-71.9% | $2,596-71.2% |
| Participant deferral / active EE | $1,312 | $3,364-61.0% | $4,377-70.0% | $4,274-69.3% |
| Admin fee / account holder | $635 | $6,137-89.7% | $9,463-93.3% | $7,775-91.8% |