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 | $28,791 | $89,367-67.8% | $141,191-79.6% | $72,975-60.5% |
| Participation rate | 43.1% | 75.1%-32.0pp | 82.5%-39.4pp | 69.5%-26.4pp |
| Annual return | 15.85% | 111.87%-96.0pp | 71.41%-55.6pp | 81.01%-65.2pp |
| Employer contribution / active EE | $1,340 | $3,115-57.0% | $4,736-71.7% | $2,440-45.1% |
| Participant deferral / active EE | $3,748 | $5,419-30.8% | $6,710-44.1% | $3,608+3.9% |
| Admin fee / account holder | $4,309 | $5,957-27.7% | $10,264-58.0% | $5,124-15.9% |