Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $29,308 | $71,215-58.8% | $93,696-68.7% | $80,935-63.8% |
| Participation rate | 35.4% | 60.4%-25.0pp | 68.7%-33.3pp | 67.7%-32.3pp |
| Annual return | 8.20% | 11.27%-3.1pp | 133.74%-125.5pp | 35.66%-27.5pp |
| Employer contribution / active EE | $636 | $1,565-59.4% | $2,422-73.7% | $2,757-76.9% |
| Participant deferral / active EE | $1,330 | $4,037-67.1% | $4,417-69.9% | $4,299-69.1% |
| Admin fee / account holder | $4,977 | $6,958-28.5% | $8,287-39.9% | $6,924-28.1% |