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 | $59,206 | $81,358-27.2% | $155,556-61.9% | $80,959-26.9% |
| Participation rate | 50.0% | 66.3%-16.3pp | 78.2%-28.2pp | 67.7%-17.7pp |
| Annual return | 9.94% | 33.39%-23.4pp | 64.84%-54.9pp | 35.67%-25.7pp |
| Employer contribution / active EE | $1,736 | $3,106-44.1% | $4,675-62.9% | $2,757-37.0% |
| Participant deferral / active EE | $4,113 | $3,455+19.0% | $5,631-27.0% | $4,300-4.3% |
| Admin fee / account holder | $1,079 | $7,994-86.5% | $15,885-93.2% | $6,925-84.4% |