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 | $54,006 | $48,314+11.8% | $67,561-20.1% | $80,925-33.3% |
| Participation rate | 32.5% | 66.4%-33.9pp | 72.9%-40.4pp | 67.7%-35.2pp |
| Annual return | 10.78% | 18.28%-7.5pp | 3525.44%-3514.7pp | 35.65%-24.9pp |
| Employer contribution / active EE | $0 | $2,022-100.0% | $2,735-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,462 | $2,927-15.9% | $4,003-38.5% | $4,299-42.7% |
| Admin fee / account holder | $2,175 | $3,690-41.1% | $4,006-45.7% | $6,940-68.7% |