Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $29,037 | $68,880-57.8% | $120,580-75.9% | $80,959-64.1% |
| Participation rate | 36.4% | 61.7%-25.3pp | 72.0%-35.6pp | 67.7%-31.3pp |
| Annual return | 10.10% | 23.68%-13.6pp | 107.48%-97.4pp | 35.67%-25.6pp |
| Employer contribution / active EE | $669 | $2,066-67.6% | $3,469-80.7% | $2,757-75.7% |
| Participant deferral / active EE | $1,537 | $3,191-51.8% | $4,995-69.2% | $4,300-64.3% |
| Admin fee / account holder | $4,854 | $5,785-16.1% | $9,418-48.5% | $6,925-29.9% |