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 | $52,671 | $78,682-33.1% | $109,188-51.8% | $85,851-38.6% |
| Participation rate | 63.6% | 68.3%-4.6pp | 75.9%-12.2pp | 69.3%-5.7pp |
| Annual return | 8.51% | 25.09%-16.6pp | 25.76%-17.2pp | 318.63%-310.1pp |
| Employer contribution / active EE | $1,210 | $2,734-55.7% | $3,723-67.5% | $2,565-52.8% |
| Participant deferral / active EE | $4,102 | $3,468+18.3% | $4,654-11.9% | $3,952+3.8% |
| Admin fee / account holder | $1,569 | $5,470-71.3% | $6,755-76.8% | $6,261-74.9% |