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 | $47,825 | $70,666-32.3% | $169,385-71.8% | $75,181-36.4% |
| Participation rate | 34.6% | 64.8%-30.2pp | 77.2%-42.5pp | 67.2%-32.6pp |
| Annual return | 8.81% | 36.37%-27.6pp | 405.82%-397.0pp | 160.69%-151.9pp |
| Employer contribution / active EE | $1,108 | $2,210-49.8% | $4,012-72.4% | $2,671-58.5% |
| Participant deferral / active EE | $2,511 | $4,308-41.7% | $6,221-59.6% | $4,126-39.1% |
| Admin fee / account holder | $1,023 | $5,402-81.1% | $9,011-88.6% | $5,650-81.9% |