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 | $57,928 | $51,166+13.2% | $70,544-17.9% | $71,511-19.0% |
| Participation rate | 33.9% | 59.4%-25.4pp | 68.4%-34.4pp | 67.9%-34.0pp |
| Annual return | 13.79% | 42.71%-28.9pp | 32.79%-19.0pp | 28.86%-15.1pp |
| Employer contribution / active EE | $855 | $1,793-52.3% | $2,976-71.3% | $2,589-67.0% |
| Participant deferral / active EE | $1,286 | $3,031-57.6% | $4,568-71.9% | $4,291-70.0% |
| Admin fee / account holder | $24,163 | $2,000+1108.2% | $6,427+276.0% | $1,588+1421.1% |