Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $41,916 | $105,210-60.2% | $159,487-73.7% | $85,851-51.2% |
| Participation rate | 51.7% | 75.8%-24.1pp | 82.8%-31.1pp | 69.3%-17.6pp |
| Annual return | 10.81% | 45.08%-34.3pp | 263.71%-252.9pp | 318.63%-307.8pp |
| Employer contribution / active EE | $1,357 | $3,319-59.1% | $4,831-71.9% | $2,565-47.1% |
| Participant deferral / active EE | $3,350 | $5,946-43.7% | $7,354-54.4% | $3,952-15.2% |
| Admin fee / account holder | $512 | $6,934-92.6% | $10,804-95.3% | $6,261-91.8% |