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 | $50,506 | $53,837-6.2% | $75,714-33.3% | $85,847-41.2% |
| Participation rate | 40.0% | 69.1%-29.1pp | 74.8%-34.8pp | 69.3%-29.3pp |
| Annual return | 11.11% | 24.54%-13.4pp | 104.62%-93.5pp | 318.61%-307.5pp |
| Employer contribution / active EE | $1,265 | $2,017-37.3% | $2,744-53.9% | $2,565-50.7% |
| Participant deferral / active EE | $3,265 | $2,895+12.8% | $3,820-14.5% | $3,952-17.4% |
| Admin fee / account holder | $1,708 | $3,339-48.9% | $3,619-52.8% | $6,261-72.7% |