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 | $47,735 | $89,367-46.6% | $141,191-66.2% | $72,975-34.6% |
| Participation rate | 56.7% | 75.1%-18.5pp | 82.5%-25.8pp | 69.5%-12.8pp |
| Annual return | 16.02% | 111.87%-95.9pp | 71.41%-55.4pp | 81.01%-65.0pp |
| Employer contribution / active EE | $1,489 | $3,115-52.2% | $4,736-68.6% | $2,440-39.0% |
| Participant deferral / active EE | $2,952 | $5,419-45.5% | $6,710-56.0% | $3,608-18.2% |
| Admin fee / account holder | $1,407 | $5,957-76.4% | $10,264-86.3% | $5,124-72.5% |