Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $25,971 | $81,276-68.0% | $155,574-83.3% | $80,925-67.9% |
| Participation rate | 63.3% | 66.2%-3.0pp | 78.2%-14.9pp | 67.7%-4.4pp |
| Annual return | 10.61% | 33.36%-22.7pp | 64.87%-54.3pp | 35.65%-25.0pp |
| Employer contribution / active EE | $2,335 | $3,103-24.8% | $4,676-50.1% | $2,756-15.3% |
| Participant deferral / active EE | $1,176 | $3,453-66.0% | $5,629-79.1% | $4,299-72.7% |
| Admin fee / account holder | $3,404 | $7,993-57.4% | $15,914-78.6% | $6,940-51.0% |