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 | $36,157 | $81,331-55.5% | $155,534-76.8% | $80,935-55.3% |
| Participation rate | 35.6% | 66.3%-30.7pp | 78.2%-42.6pp | 67.7%-32.1pp |
| Annual return | 9.59% | 33.37%-23.8pp | 64.92%-55.3pp | 35.66%-26.1pp |
| Employer contribution / active EE | $525 | $3,105-83.1% | $4,675-88.8% | $2,757-80.9% |
| Participant deferral / active EE | $1,607 | $3,454-53.5% | $5,630-71.5% | $4,299-62.6% |
| Admin fee / account holder | $1,210 | $7,999-84.9% | $15,900-92.4% | $6,924-82.5% |