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 | $62,551 | $54,380+15.0% | $68,509-8.7% | $59,632+4.9% |
| Participation rate | 69.0% | 70.2%-1.2pp | 74.7%-5.8pp | 68.7%+0.3pp |
| Annual return | -2.74% | 2.83%-5.6pp | 8.27%-11.0pp | 2041.32%-2044.1pp |
| Employer contribution / active EE | $2,022 | $1,539+31.4% | $2,278-11.2% | $2,203-8.2% |
| Participant deferral / active EE | $3,141 | $2,643+18.8% | $3,382-7.1% | $3,192-1.6% |
| Admin fee / account holder | $1,650 | $3,885-57.5% | $5,275-68.7% | $4,297-61.6% |