Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $11,538 | $85,024-86.4% | $70,544-83.6% | $139,466-91.7% |
| Participation rate | 57.1% | 73.9%-16.8pp | 68.4%-11.2pp | 80.3%-23.2pp |
| Annual return | 5.15% | 30.39%-25.2pp | 32.79%-27.6pp | 373.66%-368.5pp |
| Employer contribution / active EE | $985 | $3,912-74.8% | $2,976-66.9% | $4,754-79.3% |
| Participant deferral / active EE | $2,043 | $5,891-65.3% | $4,568-55.3% | $6,712-69.6% |
| Admin fee / account holder | $1,437 | $8,928-83.9% | $6,427-77.6% | $11,409-87.4% |