Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $64,473 | $25,014+157.8% | $69,701-7.5% | $80,874-20.3% |
| Participation rate | 40.2% | 64.2%-24.0pp | 66.4%-26.2pp | 67.6%-27.4pp |
| Annual return | 10.26% | 19.07%-8.8pp | 100.32%-90.1pp | 35.62%-25.4pp |
| Employer contribution / active EE | $1,147 | $993+15.5% | $1,713-33.0% | $2,756-58.4% |
| Participant deferral / active EE | $1,828 | $1,839-0.6% | $2,887-36.7% | $4,297-57.5% |
| Admin fee / account holder | $8,889 | $2,488+257.3% | $4,717+88.5% | $6,935+28.2% |