Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $32,547 | $61,605-47.2% | $112,273-71.0% | $75,173-56.7% |
| Participation rate | 36.4% | 61.7%-25.3pp | 72.4%-36.1pp | 67.2%-30.8pp |
| Annual return | 9.87% | 28.47%-18.6pp | 30.23%-20.4pp | 160.72%-150.9pp |
| Employer contribution / active EE | $650 | $2,015-67.7% | $3,431-81.1% | $2,671-75.7% |
| Participant deferral / active EE | $2,058 | $3,108-33.8% | $4,800-57.1% | $4,126-50.1% |
| Admin fee / account holder | $2,094 | $4,862-56.9% | $7,752-73.0% | $5,651-62.9% |