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 | $71,136 | $105,284-32.4% | $150,734-52.8% | $94,015-24.3% |
| Participation rate | 68.0% | 71.7%-3.7pp | 78.4%-10.4pp | 70.8%-2.8pp |
| Annual return | 5.53% | 15.67%-10.1pp | 600.81%-595.3pp | 17.84%-12.3pp |
| Employer contribution / active EE | $2,886 | $3,599-19.8% | $4,918-41.3% | $2,790+3.4% |
| Participant deferral / active EE | $6,596 | $4,274+54.3% | $5,610+17.6% | $4,249+55.2% |
| Admin fee / account holder | $2,168 | $9,839-78.0% | $14,905-85.5% | $8,951-75.8% |