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 | $53,392 | $51,638+3.4% | $68,368-21.9% | $82,448-35.2% |
| Participation rate | 68.6% | 63.6%+5.0pp | 73.8%-5.2pp | 68.1%+0.5pp |
| Annual return | 9.42% | 37.53%-28.1pp | 292.57%-283.2pp | 41.64%-32.2pp |
| Employer contribution / active EE | $2,481 | $2,047+21.2% | $2,649-6.3% | $2,551-2.7% |
| Participant deferral / active EE | $4,795 | $2,914+64.6% | $4,123+16.3% | $4,139+15.8% |
| Admin fee / account holder | $17,510 | $4,643+277.1% | $5,150+240.0% | $7,234+142.0% |