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 | $32,404 | $51,736-37.4% | $120,225-73.0% | $67,986-52.3% |
| Participation rate | 52.7% | 46.1%+6.6pp | 69.6%-16.9pp | 57.2%-4.5pp |
| Annual return | 12.63% | 31.98%-19.3pp | 439.23%-426.6pp | 31.67%-19.0pp |
| Employer contribution / active EE | $869 | $1,071-18.9% | $3,475-75.0% | $2,019-56.9% |
| Participant deferral / active EE | $1,795 | $2,206-18.6% | $3,999-55.1% | $3,358-46.6% |
| Admin fee / account holder | $3,117 | $4,159-25.1% | $5,696-45.3% | $3,203-2.7% |