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 | $58,472 | $110,410-47.0% | $102,437-42.9% | $145,897-59.9% |
| Participation rate | 8.3% | 77.9%-69.6pp | 74.5%-66.2pp | 80.3%-72.0pp |
| Annual return | 4.33% | 24.85%-20.5pp | 24.95%-20.6pp | 552.29%-548.0pp |
| Employer contribution / active EE | $1,146 | $4,217-72.8% | $3,871-70.4% | $4,663-75.4% |
| Participant deferral / active EE | $2,158 | $5,622-61.6% | $5,060-57.3% | $6,689-67.7% |
| Admin fee / account holder | $1,138 | $9,745-88.3% | $8,388-86.4% | $13,390-91.5% |