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 | $203,648 | $81,504+149.9% | $102,437+98.8% | $80,959+151.5% |
| Participation rate | 38.1% | 66.9%-28.8pp | 74.5%-36.4pp | 67.7%-29.6pp |
| Annual return | -0.27% | 25.60%-25.9pp | 24.95%-25.2pp | 35.67%-35.9pp |
| Employer contribution / active EE | $1,528 | $3,104-50.8% | $3,871-60.5% | $2,757-44.6% |
| Participant deferral / active EE | $6,437 | $3,871+66.3% | $5,060+27.2% | $4,300+49.7% |
| Admin fee / account holder | $22,321 | $6,719+232.2% | $8,388+166.1% | $6,925+222.3% |