Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $42,964 | $185,312-76.8% | $161,489-73.4% | $154,746-72.2% |
| Participation rate | 36.8% | 82.5%-45.6pp | 78.7%-41.9pp | 80.7%-43.9pp |
| Annual return | 5.46% | 103.84%-98.4pp | 89.72%-84.3pp | 172.34%-166.9pp |
| Employer contribution / active EE | $1,519 | $4,769-68.1% | $4,268-64.4% | $4,379-65.3% |
| Participant deferral / active EE | $3,781 | $6,350-40.4% | $5,630-32.8% | $6,730-43.8% |
| Admin fee / account holder | $3,322 | $18,654-82.2% | $16,006-79.2% | $14,365-76.9% |