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 | $34,232 | $101,752-66.4% | $164,928-79.2% | $80,911-57.7% |
| Participation rate | 58.1% | 71.8%-13.8pp | 78.6%-20.6pp | 67.6%-9.6pp |
| Annual return | 8.28% | 16.73%-8.4pp | 70.08%-61.8pp | 35.63%-27.3pp |
| Employer contribution / active EE | $1,161 | $2,953-60.7% | $4,343-73.3% | $2,756-57.9% |
| Participant deferral / active EE | $2,559 | $4,477-42.8% | $6,034-57.6% | $4,297-40.5% |
| Admin fee / account holder | $1,255 | $8,218-84.7% | $12,684-90.1% | $6,935-81.9% |