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 | $39,937 | $60,349-33.8% | $74,184-46.2% | $62,881-36.5% |
| Participation rate | 66.7% | 72.7%-6.1pp | 76.6%-10.0pp | 69.3%-2.6pp |
| Annual return | -0.18% | 21.38%-21.6pp | 17.74%-17.9pp | 20.14%-20.3pp |
| Employer contribution / active EE | $1,673 | $1,680-0.4% | $2,370-29.4% | $2,281-26.6% |
| Participant deferral / active EE | $2,497 | $2,856-12.6% | $3,550-29.7% | $3,203-22.0% |
| Admin fee / account holder | $6,420 | $4,261+50.7% | $5,586+14.9% | $4,296+49.4% |