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 | $58,063 | $23,330+148.9% | $64,489-10.0% | $82,448-29.6% |
| Participation rate | 40.5% | 68.3%-27.8pp | 67.7%-27.2pp | 68.1%-27.6pp |
| Annual return | 13.49% | 83.66%-70.2pp | 55.03%-41.5pp | 41.64%-28.1pp |
| Employer contribution / active EE | $1,060 | $824+28.6% | $1,523-30.4% | $2,551-58.5% |
| Participant deferral / active EE | $1,945 | $1,707+13.9% | $2,778-30.0% | $4,139-53.0% |
| Admin fee / account holder | $3,567 | $2,946+21.1% | $4,260-16.3% | $7,234-50.7% |