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 | $55,020 | $45,343+21.3% | $150,298-63.4% | $67,986-19.1% |
| Participation rate | 25.7% | 51.9%-26.2pp | 77.8%-52.1pp | 57.2%-31.5pp |
| Annual return | 11.25% | 33.28%-22.0pp | 62.79%-51.5pp | 31.67%-20.4pp |
| Employer contribution / active EE | $593 | $1,462-59.4% | $4,154-85.7% | $2,019-70.6% |
| Participant deferral / active EE | $863 | $2,055-58.0% | $5,453-84.2% | $3,358-74.3% |
| Admin fee / account holder | $7,846 | $2,250+248.7% | $14,116-44.4% | $3,203+144.9% |