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 | $96,847 | $91,198+6.2% | $178,503-45.7% | $79,856+21.3% |
| Participation rate | 52.9% | 69.2%-16.3pp | 81.9%-29.0pp | 69.6%-16.7pp |
| Annual return | -0.17% | 24.20%-24.4pp | 151.12%-151.3pp | 31.71%-31.9pp |
| Employer contribution / active EE | $2,020 | $3,257-38.0% | $5,011-59.7% | $2,471-18.3% |
| Participant deferral / active EE | $2,538 | $3,237-21.6% | $5,202-51.2% | $3,741-32.1% |
| Admin fee / account holder | $1,591 | $6,748-76.4% | $13,987-88.6% | $5,306-70.0% |