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 | $237,275 | $57,057+315.9% | $85,009+179.1% | $80,874+193.4% |
| Participation rate | 26.7% | 56.4%-29.7pp | 67.5%-40.8pp | 67.6%-41.0pp |
| Annual return | 8.37% | 21.66%-13.3pp | 66.47%-58.1pp | 35.62%-27.2pp |
| Employer contribution / active EE | $819 | $1,799-54.5% | $2,728-70.0% | $2,756-70.3% |
| Participant deferral / active EE | $1,890 | $3,112-39.3% | $4,522-58.2% | $4,297-56.0% |
| Admin fee / account holder | $1,504 | $4,986-69.8% | $6,153-75.6% | $6,935-78.3% |