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 | $41,491 | $59,123-29.8% | $77,183-46.2% | $75,181-44.8% |
| Participation rate | 14.6% | 63.9%-49.2pp | 69.6%-54.9pp | 67.2%-52.6pp |
| Annual return | 9.45% | 26.72%-17.3pp | 37.89%-28.4pp | 160.69%-151.2pp |
| Employer contribution / active EE | $0 | $1,996-100.0% | $2,534-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,384 | $2,999-53.8% | $3,833-63.9% | $4,126-66.4% |
| Admin fee / account holder | $3,783 | $4,776-20.8% | $5,475-30.9% | $5,650-33.0% |