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 | $38,936 | $85,766-54.6% | $136,298-71.4% | $70,126-44.5% |
| Participation rate | 52.6% | 74.2%-21.5pp | 81.9%-29.3pp | 69.5%-16.9pp |
| Annual return | 10.91% | 31.46%-20.5pp | 5156.27%-5145.4pp | 73.15%-62.2pp |
| Employer contribution / active EE | $1,059 | $2,966-64.3% | $4,696-77.4% | $2,343-54.8% |
| Participant deferral / active EE | $2,608 | $5,051-48.4% | $6,247-58.2% | $3,332-21.7% |
| Admin fee / account holder | $732 | $5,421-86.5% | $9,244-92.1% | $4,645-84.2% |