Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $18,764 | $55,902-66.4% | $76,030-75.3% | $80,959-76.8% |
| Participation rate | 47.9% | 62.1%-14.1pp | 69.1%-21.1pp | 67.7%-19.8pp |
| Annual return | 5.79% | 20.59%-14.8pp | 361.54%-355.7pp | 35.67%-29.9pp |
| Employer contribution / active EE | $2,723 | $1,867+45.8% | $2,688+1.3% | $2,757-1.3% |
| Participant deferral / active EE | $1,691 | $3,051-44.6% | $4,257-60.3% | $4,300-60.7% |
| Admin fee / account holder | $3,569 | $5,239-31.9% | $6,421-44.4% | $6,925-48.5% |