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 | $13,143 | $81,331-83.8% | $155,534-91.6% | $80,935-83.8% |
| Participation rate | 51.3% | 66.3%-15.0pp | 78.2%-26.9pp | 67.7%-16.4pp |
| Annual return | 9.55% | 33.37%-23.8pp | 64.92%-55.4pp | 35.66%-26.1pp |
| Employer contribution / active EE | $915 | $3,105-70.5% | $4,675-80.4% | $2,757-66.8% |
| Participant deferral / active EE | $1,586 | $3,454-54.1% | $5,630-71.8% | $4,299-63.1% |
| Admin fee / account holder | $773 | $7,999-90.3% | $15,900-95.1% | $6,924-88.8% |