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 | $46,772 | $71,230-34.3% | $93,727-50.1% | $80,959-42.2% |
| Participation rate | 36.8% | 60.4%-23.6pp | 68.7%-31.9pp | 67.7%-30.8pp |
| Annual return | 9.58% | 11.26%-1.7pp | 133.83%-124.3pp | 35.67%-26.1pp |
| Employer contribution / active EE | $1,226 | $1,565-21.7% | $2,421-49.4% | $2,757-55.5% |
| Participant deferral / active EE | $1,924 | $4,037-52.4% | $4,417-56.4% | $4,300-55.3% |
| Admin fee / account holder | $4,280 | $6,961-38.5% | $8,292-48.4% | $6,925-38.2% |