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 | $128,445 | $93,345+37.6% | $119,126+7.8% | $87,485+46.8% |
| Participation rate | 33.3% | 68.7%-35.4pp | 75.8%-42.4pp | 68.9%-35.6pp |
| Annual return | 4.88% | 19.08%-14.2pp | 282.11%-277.2pp | 26.06%-21.2pp |
| Employer contribution / active EE | $1,027 | $3,172-67.6% | $4,034-74.5% | $2,596-60.4% |
| Participant deferral / active EE | $2,670 | $4,099-34.9% | $5,318-49.8% | $4,274-37.5% |
| Admin fee / account holder | $1,893 | $8,039-76.5% | $10,693-82.3% | $7,775-75.7% |