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 | $39,580 | $77,908-49.2% | $149,696-73.6% | $75,173-47.3% |
| Participation rate | 56.4% | 65.6%-9.2pp | 78.8%-22.4pp | 67.2%-10.8pp |
| Annual return | 9.80% | 31.73%-21.9pp | 134.46%-124.7pp | 160.72%-150.9pp |
| Employer contribution / active EE | $926 | $3,138-70.5% | $4,821-80.8% | $2,671-65.3% |
| Participant deferral / active EE | $1,752 | $3,411-48.6% | $5,682-69.2% | $4,126-57.5% |
| Admin fee / account holder | $7,383 | $5,950+24.1% | $13,212-44.1% | $5,651+30.7% |