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 | $58,746 | $57,140+2.8% | $85,240-31.1% | $80,959-27.4% |
| Participation rate | 41.8% | 56.4%-14.7pp | 67.5%-25.8pp | 67.7%-25.9pp |
| Annual return | 10.27% | 21.71%-11.4pp | 66.75%-56.5pp | 35.67%-25.4pp |
| Employer contribution / active EE | $680 | $1,802-62.3% | $2,735-75.1% | $2,757-75.3% |
| Participant deferral / active EE | $1,528 | $3,115-50.9% | $4,527-66.2% | $4,300-64.5% |
| Admin fee / account holder | $2,191 | $4,992-56.1% | $6,165-64.5% | $6,925-68.4% |