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 | $33,962 | $94,436-64.0% | $115,599-70.6% | $82,637-58.9% |
| Participation rate | 62.0% | 70.4%-8.4pp | 74.3%-12.3pp | 68.1%-6.1pp |
| Annual return | 9.72% | 18.37%-8.7pp | 111.10%-101.4pp | 53.51%-43.8pp |
| Employer contribution / active EE | $1,513 | $2,324-34.9% | $2,955-48.8% | $2,552-40.7% |
| Participant deferral / active EE | $2,511 | $3,955-36.5% | $4,889-48.6% | $4,126-39.1% |
| Admin fee / account holder | $5,340 | $10,328-48.3% | $12,841-58.4% | $7,339-27.2% |