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 | $32,043 | $51,638-37.9% | $68,368-53.1% | $82,448-61.1% |
| Participation rate | 42.9% | 63.6%-20.8pp | 73.8%-30.9pp | 68.1%-25.2pp |
| Annual return | 10.14% | 37.53%-27.4pp | 292.57%-282.4pp | 41.64%-31.5pp |
| Employer contribution / active EE | $1,742 | $2,047-14.9% | $2,649-34.2% | $2,551-31.7% |
| Participant deferral / active EE | $686 | $2,914-76.5% | $4,123-83.4% | $4,139-83.4% |
| Admin fee / account holder | $1,079 | $4,643-76.8% | $5,150-79.0% | $7,234-85.1% |