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 | $171,879 | $152,592+12.6% | $125,180+37.3% | $152,885+12.4% |
| Participation rate | 60.0% | 83.3%-23.3pp | 79.8%-19.8pp | 82.5%-22.5pp |
| Annual return | 9.65% | 54.84%-45.2pp | 43.79%-34.1pp | 345.39%-335.7pp |
| Employer contribution / active EE | $2,352 | $4,947-52.5% | $3,866-39.2% | $4,763-50.6% |
| Participant deferral / active EE | $2,704 | $5,868-53.9% | $4,937-45.2% | $5,851-53.8% |
| Admin fee / account holder | $44,512 | $13,435+231.3% | $9,703+358.8% | $11,598+283.8% |