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 | $41,284 | $105,929-61.0% | $81,926-49.6% | $158,950-74.0% |
| Participation rate | 50.0% | 75.6%-25.6pp | 72.0%-22.0pp | 82.0%-32.0pp |
| Annual return | 4.22% | 38.19%-34.0pp | 29.49%-25.3pp | 302.91%-298.7pp |
| Employer contribution / active EE | $607 | $7,802-92.2% | $4,310-85.9% | $4,762-87.3% |
| Participant deferral / active EE | $7,079 | $13,007-45.6% | $7,108-0.4% | $5,983+18.3% |
| Admin fee / account holder | $1,799 | $8,492-78.8% | $5,159-65.1% | $11,248-84.0% |