Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $35,995 | $81,262-55.7% | $155,602-76.9% | $80,911-55.5% |
| Participation rate | 44.1% | 66.2%-22.1pp | 78.2%-34.1pp | 67.6%-23.5pp |
| Annual return | 6.39% | 33.34%-27.0pp | 64.81%-58.4pp | 35.63%-29.2pp |
| Employer contribution / active EE | $513 | $3,102-83.5% | $4,675-89.0% | $2,756-81.4% |
| Participant deferral / active EE | $1,414 | $3,451-59.0% | $5,629-74.9% | $4,297-67.1% |
| Admin fee / account holder | $1,966 | $7,992-75.4% | $15,923-87.7% | $6,935-71.6% |