Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $13,702 | $81,276-83.1% | $155,574-91.2% | $80,925-83.1% |
| Participation rate | 21.6% | 66.2%-44.6pp | 78.2%-56.6pp | 67.7%-46.0pp |
| Annual return | 9.10% | 33.36%-24.3pp | 64.87%-55.8pp | 35.65%-26.6pp |
| Employer contribution / active EE | $745 | $3,103-76.0% | $4,676-84.1% | $2,756-73.0% |
| Participant deferral / active EE | $1,037 | $3,453-70.0% | $5,629-81.6% | $4,299-75.9% |
| Admin fee / account holder | $5,757 | $7,993-28.0% | $15,914-63.8% | $6,940-17.0% |