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 | $42,814 | $106,524-59.8% | $152,301-71.9% | $87,485-51.1% |
| Participation rate | 68.5% | 75.8%-7.3pp | 82.4%-14.0pp | 68.9%-0.4pp |
| Annual return | 13.39% | 26.89%-13.5pp | 80.50%-67.1pp | 26.06%-12.7pp |
| Employer contribution / active EE | $2,120 | $3,371-37.1% | $4,624-54.2% | $2,596-18.3% |
| Participant deferral / active EE | $6,646 | $6,525+1.9% | $8,004-17.0% | $4,274+55.5% |
| Admin fee / account holder | $7,121 | $8,287-14.1% | $14,398-50.5% | $7,775-8.4% |