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 | $20,808 | $29,736-30.0% | $56,033-62.9% | $80,935-74.3% |
| Participation rate | 50.5% | 41.7%+8.9pp | 52.5%-1.9pp | 67.7%-17.1pp |
| Annual return | 8.47% | 35.28%-26.8pp | 1711.38%-1702.9pp | 35.66%-27.2pp |
| Employer contribution / active EE | $683 | $671+1.7% | $1,041-34.4% | $2,757-75.2% |
| Participant deferral / active EE | $1,473 | $1,228+19.9% | $1,954-24.6% | $4,299-65.7% |
| Admin fee / account holder | $1,321 | $2,434-45.7% | $2,827-53.3% | $6,924-80.9% |