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 | $19,422 | $84,236-76.9% | $170,435-88.6% | $70,126-72.3% |
| Participation rate | 54.1% | 70.8%-16.8pp | 83.6%-29.5pp | 69.5%-15.5pp |
| Annual return | 10.97% | 23.06%-12.1pp | 205.94%-195.0pp | 73.15%-62.2pp |
| Employer contribution / active EE | $1,274 | $3,387-62.4% | $5,432-76.6% | $2,343-45.6% |
| Participant deferral / active EE | $1,448 | $3,086-53.1% | $4,939-70.7% | $3,332-56.5% |
| Admin fee / account holder | $1,471 | $5,698-74.2% | $13,881-89.4% | $4,645-68.3% |