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 | $84,671 | $69,118+22.5% | $53,647+57.8% | $138,895-39.0% |
| Participation rate | 45.0% | 64.0%-19.0pp | 56.3%-11.3pp | 79.9%-34.9pp |
| Annual return | 5.93% | 248.26%-242.3pp | 358.33%-352.4pp | 145.39%-139.5pp |
| Employer contribution / active EE | $650 | $1,189-45.4% | $962-32.4% | $4,194-84.5% |
| Participant deferral / active EE | $813 | $2,274-64.3% | $1,813-55.2% | $6,396-87.3% |
| Admin fee / account holder | $704 | $2,724-74.1% | $2,460-71.4% | $12,562-94.4% |