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 | $106,530 | $48,011+121.9% | $63,803+67.0% | $82,637+28.9% |
| Participation rate | 18.6% | 66.6%-47.9pp | 72.7%-54.1pp | 68.1%-49.4pp |
| Annual return | 10.75% | 19.84%-9.1pp | 543.72%-533.0pp | 53.51%-42.8pp |
| Employer contribution / active EE | $742 | $1,904-61.0% | $2,532-70.7% | $2,552-70.9% |
| Participant deferral / active EE | $2,181 | $2,846-23.4% | $3,843-43.2% | $4,126-47.1% |
| Admin fee / account holder | $706 | $3,873-81.8% | $5,196-86.4% | $7,339-90.4% |