Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $59,797 | $61,125-2.2% | $94,057-36.4% | $87,485-31.6% |
| Participation rate | 40.6% | 64.1%-23.5pp | 73.3%-32.8pp | 68.9%-28.4pp |
| Annual return | 10.11% | 35.20%-25.1pp | 480.62%-470.5pp | 26.06%-16.0pp |
| Employer contribution / active EE | $679 | $2,136-68.2% | $2,933-76.8% | $2,596-73.8% |
| Participant deferral / active EE | $1,172 | $3,260-64.1% | $4,709-75.1% | $4,274-72.6% |
| Admin fee / account holder | $8,240 | $5,629+46.4% | $7,244+13.7% | $7,775+6.0% |