Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $56,992 | $79,181-28.0% | $102,423-44.4% | $74,429-23.4% |
| Participation rate | 41.5% | 74.8%-33.3pp | 76.5%-35.0pp | 67.2%-25.8pp |
| Annual return | 11.05% | 54.97%-43.9pp | 29.42%-18.4pp | 1368.38%-1357.3pp |
| Employer contribution / active EE | $1,154 | $2,362-51.1% | $3,023-61.8% | $2,625-56.0% |
| Participant deferral / active EE | $2,281 | $4,416-48.3% | $5,054-54.9% | $4,348-47.5% |
| Admin fee / account holder | $948 | $2,002-52.6% | $9,455-90.0% | $1,944-51.2% |