Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $9,295 | $57,140-83.7% | $85,240-89.1% | $80,959-88.5% |
| Participation rate | 30.2% | 56.4%-26.2pp | 67.5%-37.3pp | 67.7%-37.4pp |
| Annual return | 7.50% | 21.71%-14.2pp | 66.75%-59.3pp | 35.67%-28.2pp |
| Employer contribution / active EE | $546 | $1,802-69.7% | $2,735-80.0% | $2,757-80.2% |
| Participant deferral / active EE | $1,167 | $3,115-62.5% | $4,527-74.2% | $4,300-72.9% |
| Admin fee / account holder | $954 | $4,992-80.9% | $6,165-84.5% | $6,925-86.2% |