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 | $58,545 | $89,367-34.5% | $141,191-58.5% | $72,975-19.8% |
| Participation rate | 44.4% | 75.1%-30.7pp | 82.5%-38.0pp | 69.5%-25.0pp |
| Annual return | 18.70% | 111.87%-93.2pp | 71.41%-52.7pp | 81.01%-62.3pp |
| Employer contribution / active EE | $1,169 | $3,115-62.5% | $4,736-75.3% | $2,440-52.1% |
| Participant deferral / active EE | $5,137 | $5,419-5.2% | $6,710-23.5% | $3,608+42.4% |
| Admin fee / account holder | $8,432 | $5,957+41.6% | $10,264-17.8% | $5,124+64.6% |