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 | $54,010 | $41,377+30.5% | $109,313-50.6% | $62,881-14.1% |
| Participation rate | 42.6% | 57.5%-15.0pp | 71.3%-28.7pp | 69.3%-26.8pp |
| Annual return | -0.80% | 11.05%-11.8pp | 22.07%-22.9pp | 20.14%-20.9pp |
| Employer contribution / active EE | $248 | $1,276-80.5% | $3,892-93.6% | $2,281-89.1% |
| Participant deferral / active EE | $1,544 | $2,045-24.5% | $3,166-51.2% | $3,203-51.8% |
| Admin fee / account holder | $1,694 | $2,884-41.3% | $5,666-70.1% | $4,296-60.6% |