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 | $119,362 | $67,595+76.6% | $186,193-35.9% | $64,340+85.5% |
| Participation rate | 41.4% | 51.9%-10.5pp | 77.1%-35.7pp | 55.2%-13.8pp |
| Annual return | 11.93% | 17.46%-5.5pp | 78.03%-66.1pp | 24.14%-12.2pp |
| Employer contribution / active EE | $1,449 | $1,513-4.2% | $3,918-63.0% | $1,862-22.2% |
| Participant deferral / active EE | $2,584 | $3,023-14.5% | $6,513-60.3% | $2,980-13.3% |
| Admin fee / account holder | $25,432 | $5,311+378.9% | $11,058+130.0% | $3,703+586.9% |