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 | $55,785 | $88,672-37.1% | $105,223-47.0% | $82,448-32.3% |
| Participation rate | 37.1% | 67.9%-30.8pp | 75.0%-37.9pp | 68.1%-30.9pp |
| Annual return | 9.10% | 30.86%-21.8pp | 180.65%-171.6pp | 41.64%-32.5pp |
| Employer contribution / active EE | $1,368 | $3,048-55.1% | $3,689-62.9% | $2,551-46.4% |
| Participant deferral / active EE | $4,105 | $4,036+1.7% | $5,072-19.1% | $4,139-0.8% |
| Admin fee / account holder | $2,179 | $7,146-69.5% | $8,859-75.4% | $7,234-69.9% |