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 | $27,896 | $183,539-84.8% | $155,556-82.1% | $145,897-80.9% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 8.34% | 61.31%-53.0pp | 64.84%-56.5pp | 552.29%-544.0pp |
| Employer contribution / active EE | $4,984 | $5,315-6.2% | $4,675+6.6% | $4,663+6.9% |
| Participant deferral / active EE | $2,552 | $6,467-60.5% | $5,631-54.7% | $6,689-61.8% |
| Admin fee / account holder | $396 | $19,275-97.9% | $15,885-97.5% | $13,390-97.0% |