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 | $63,025 | $84,236-25.2% | $170,435-63.0% | $70,126-10.1% |
| Participation rate | 58.8% | 70.8%-12.0pp | 83.6%-24.8pp | 69.5%-10.7pp |
| Annual return | 9.99% | 23.06%-13.1pp | 205.94%-196.0pp | 73.15%-63.2pp |
| Employer contribution / active EE | $1,003 | $3,387-70.4% | $5,432-81.5% | $2,343-57.2% |
| Participant deferral / active EE | $2,836 | $3,086-8.1% | $4,939-42.6% | $3,332-14.9% |
| Admin fee / account holder | $21,604 | $5,698+279.1% | $13,881+55.6% | $4,645+365.1% |