Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $31,876 | $49,024-35.0% | $112,860-71.8% | $87,485-63.6% |
| Participation rate | 19.5% | 62.2%-42.7pp | 66.3%-46.8pp | 68.9%-49.4pp |
| Annual return | 12.11% | 43.86%-31.8pp | 35.26%-23.2pp | 26.06%-14.0pp |
| Employer contribution / active EE | $471 | $1,290-63.5% | $2,206-78.6% | $2,596-81.8% |
| Participant deferral / active EE | $757 | $2,209-65.7% | $3,493-78.3% | $4,274-82.3% |
| Admin fee / account holder | $8,723 | $6,266+39.2% | $6,841+27.5% | $7,775+12.2% |