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 | $3,300 | $19,646-83.2% | $71,585-95.4% | $64,097-94.9% |
| Participation rate | 64.6% | 64.7%-0.1pp | 68.2%-3.6pp | 55.2%+9.4pp |
| Annual return | 14.76% | 36.81%-22.1pp | 59.26%-44.5pp | 34.64%-19.9pp |
| Employer contribution / active EE | $752 | $713+5.4% | $1,669-54.9% | $1,891-60.3% |
| Participant deferral / active EE | $845 | $1,665-49.2% | $2,923-71.1% | $3,080-72.5% |
| Admin fee / account holder | $1,668 | $1,850-9.8% | $4,712-64.6% | $3,454-51.7% |