Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $26,076 | $81,276-67.9% | $155,574-83.2% | $80,925-67.8% |
| Participation rate | 27.5% | 66.2%-38.8pp | 78.2%-50.8pp | 67.7%-40.2pp |
| Annual return | 5.68% | 33.36%-27.7pp | 64.87%-59.2pp | 35.65%-30.0pp |
| Employer contribution / active EE | $571 | $3,103-81.6% | $4,676-87.8% | $2,756-79.3% |
| Participant deferral / active EE | $2,178 | $3,453-36.9% | $5,629-61.3% | $4,299-49.3% |
| Admin fee / account holder | $1,572 | $7,993-80.3% | $15,914-90.1% | $6,940-77.3% |