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 | $32,878 | $58,493-43.8% | $84,021-60.9% | $72,975-54.9% |
| Participation rate | 62.5% | 61.2%+1.3pp | 69.0%-6.5pp | 69.5%-7.0pp |
| Annual return | 16.51% | 28.93%-12.4pp | 71.32%-54.8pp | 81.01%-64.5pp |
| Employer contribution / active EE | $1,129 | $1,163-2.9% | $1,984-43.1% | $2,440-53.7% |
| Participant deferral / active EE | $1,743 | $2,394-27.2% | $3,239-46.2% | $3,608-51.7% |
| Admin fee / account holder | $2,710 | $4,569-40.7% | $6,102-55.6% | $5,124-47.1% |