Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $19,194 | $48,327-60.3% | $67,575-71.6% | $80,935-76.3% |
| Participation rate | 61.1% | 66.4%-5.3pp | 72.9%-11.8pp | 67.7%-6.6pp |
| Annual return | 10.70% | 18.31%-7.6pp | 3528.98%-3518.3pp | 35.66%-25.0pp |
| Employer contribution / active EE | $1,895 | $2,022-6.3% | $2,736-30.7% | $2,757-31.3% |
| Participant deferral / active EE | $3,438 | $2,927+17.5% | $4,003-14.1% | $4,299-20.0% |
| Admin fee / account holder | $534 | $3,692-85.5% | $3,993-86.6% | $6,924-92.3% |