Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $124,505 | $227,566-45.3% | $189,558-34.3% | $167,518-25.7% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.5%-11.8pp | 82.1%-15.4pp |
| Annual return | 4.32% | 78.43%-74.1pp | 64.19%-59.9pp | 478.71%-474.4pp |
| Employer contribution / active EE | $1,540 | $5,316-71.0% | $4,412-65.1% | $4,838-68.2% |
| Participant deferral / active EE | $11,648 | $7,002+66.3% | $6,174+88.7% | $6,342+83.7% |
| Admin fee / account holder | $2,277 | $11,881-80.8% | $9,809-76.8% | $12,312-81.5% |