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 | $62,496 | $124,314-49.7% | $109,163-42.7% | $167,518-62.7% |
| Participation rate | 68.4% | 79.4%-11.0pp | 75.9%-7.5pp | 82.1%-13.7pp |
| Annual return | 6.41% | 26.04%-19.6pp | 25.75%-19.3pp | 478.71%-472.3pp |
| Employer contribution / active EE | $2,403 | $4,209-42.9% | $3,723-35.4% | $4,838-50.3% |
| Participant deferral / active EE | $5,242 | $5,256-0.3% | $4,654+12.6% | $6,342-17.3% |
| Admin fee / account holder | $1,000 | $7,973-87.5% | $6,754-85.2% | $12,312-91.9% |