Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $37,271 | $165,399-77.5% | $149,745-75.1% | $158,982-76.6% |
| Participation rate | 69.2% | 84.6%-15.3pp | 82.5%-13.3pp | 82.0%-12.7pp |
| Annual return | 2.27% | 348.34%-346.1pp | 276.72%-274.5pp | 302.99%-300.7pp |
| Employer contribution / active EE | $1,951 | $5,105-61.8% | $4,646-58.0% | $4,763-59.0% |
| Participant deferral / active EE | $3,514 | $7,183-51.1% | $6,843-48.7% | $5,983-41.3% |
| Admin fee / account holder | $1,329 | $10,811-87.7% | $9,312-85.7% | $11,252-88.2% |