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 | $73,979 | $48,364+53.0% | $71,796+3.0% | $62,881+17.6% |
| Participation rate | 40.5% | 60.6%-20.1pp | 69.1%-28.6pp | 69.3%-28.8pp |
| Annual return | 3.75% | 13.16%-9.4pp | 78.04%-74.3pp | 20.14%-16.4pp |
| Employer contribution / active EE | $336 | $1,042-67.8% | $1,924-82.6% | $2,281-85.3% |
| Participant deferral / active EE | $1,711 | $2,091-18.2% | $2,794-38.8% | $3,203-46.6% |
| Admin fee / account holder | $1,395 | $3,771-63.0% | $4,815-71.0% | $4,296-67.5% |