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 | $23,451 | $49,791-52.9% | $78,210-70.0% | $70,126-66.6% |
| Participation rate | 33.3% | 62.3%-29.0pp | 68.7%-35.4pp | 69.5%-36.2pp |
| Annual return | 9.80% | 20.75%-10.9pp | 40.90%-31.1pp | 73.15%-63.3pp |
| Employer contribution / active EE | $508 | $1,430-64.5% | $2,034-75.0% | $2,343-78.3% |
| Participant deferral / active EE | $1,348 | $2,150-37.3% | $2,823-52.3% | $3,332-59.5% |
| Admin fee / account holder | $1,155 | $3,181-63.7% | $3,758-69.3% | $4,645-75.1% |