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 | $25,621 | $48,327-47.0% | $67,575-62.1% | $80,935-68.3% |
| Participation rate | 43.5% | 66.4%-22.9pp | 72.9%-29.4pp | 67.7%-24.2pp |
| Annual return | 11.12% | 18.31%-7.2pp | 3528.98%-3517.9pp | 35.66%-24.5pp |
| Employer contribution / active EE | $670 | $2,022-66.9% | $2,736-75.5% | $2,757-75.7% |
| Participant deferral / active EE | $2,174 | $2,927-25.7% | $4,003-45.7% | $4,299-49.4% |
| Admin fee / account holder | $4,396 | $3,692+19.1% | $3,993+10.1% | $6,924-36.5% |