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 | $67,275 | $106,524-36.8% | $152,301-55.8% | $87,485-23.1% |
| Participation rate | 51.2% | 75.8%-24.6pp | 82.4%-31.3pp | 68.9%-17.8pp |
| Annual return | 14.05% | 26.89%-12.8pp | 80.50%-66.5pp | 26.06%-12.0pp |
| Employer contribution / active EE | $2,295 | $3,371-31.9% | $4,624-50.4% | $2,596-11.6% |
| Participant deferral / active EE | $4,177 | $6,525-36.0% | $8,004-47.8% | $4,274-2.3% |
| Admin fee / account holder | $3,666 | $8,287-55.8% | $14,398-74.5% | $7,775-52.9% |