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 | $15,641 | $81,331-80.8% | $155,534-89.9% | $80,935-80.7% |
| Participation rate | 62.5% | 66.3%-3.8pp | 78.2%-15.7pp | 67.7%-5.2pp |
| Annual return | 10.00% | 33.37%-23.4pp | 64.92%-54.9pp | 35.66%-25.7pp |
| Employer contribution / active EE | $529 | $3,105-83.0% | $4,675-88.7% | $2,757-80.8% |
| Participant deferral / active EE | $2,318 | $3,454-32.9% | $5,630-58.8% | $4,299-46.1% |
| Admin fee / account holder | $824 | $7,999-89.7% | $15,900-94.8% | $6,924-88.1% |