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 | $61,684 | $77,817-20.7% | $123,553-50.1% | $64,173-3.9% |
| Participation rate | 55.4% | 74.7%-19.4pp | 82.3%-26.9pp | 69.6%-14.2pp |
| Annual return | -8.86% | 12.49%-21.4pp | 119.21%-128.1pp | 7.63%-16.5pp |
| Employer contribution / active EE | $1,279 | $3,014-57.6% | $4,628-72.4% | $2,381-46.3% |
| Participant deferral / active EE | $3,088 | $5,240-41.1% | $6,426-51.9% | $3,470-11.0% |
| Admin fee / account holder | $1,710 | $5,519-69.0% | $9,284-81.6% | $4,887-65.0% |