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 | $27,691 | $77,814-64.4% | $158,223-82.5% | $86,983-68.2% |
| Participation rate | 66.7% | 68.4%-1.7pp | 79.2%-12.5pp | 69.5%-2.9pp |
| Annual return | 10.01% | 30.54%-20.5pp | 52.09%-42.1pp | 25.83%-15.8pp |
| Employer contribution / active EE | $295 | $2,592-88.6% | $4,109-92.8% | $2,584-88.6% |
| Participant deferral / active EE | $1,593 | $3,270-51.3% | $5,467-70.9% | $4,194-62.0% |
| Admin fee / account holder | $3,193 | $5,879-45.7% | $16,047-80.1% | $7,856-59.4% |