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 | $50,381 | $37,446+34.5% | $77,552-35.0% | $79,856-36.9% |
| Participation rate | 39.7% | 41.5%-1.8pp | 54.2%-14.5pp | 69.6%-29.9pp |
| Annual return | 3.66% | 39.76%-36.1pp | 54.82%-51.2pp | 31.71%-28.1pp |
| Employer contribution / active EE | $238 | $637-62.6% | $987-75.8% | $2,471-90.4% |
| Participant deferral / active EE | $1,498 | $1,261+18.8% | $1,861-19.5% | $3,741-60.0% |
| Admin fee / account holder | $2,198 | $2,506-12.3% | $2,859-23.1% | $5,306-58.6% |