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 | $18,578 | $48,011-61.3% | $63,803-70.9% | $82,637-77.5% |
| Participation rate | 50.0% | 66.6%-16.6pp | 72.7%-22.7pp | 68.1%-18.1pp |
| Annual return | 9.76% | 19.84%-10.1pp | 543.72%-534.0pp | 53.51%-43.7pp |
| Employer contribution / active EE | $792 | $1,904-58.4% | $2,532-68.7% | $2,552-69.0% |
| Participant deferral / active EE | $1,290 | $2,846-54.7% | $3,843-66.4% | $4,126-68.7% |
| Admin fee / account holder | $2,081 | $3,873-46.3% | $5,196-60.0% | $7,339-71.6% |