Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $230,720 | $124,425+85.4% | $112,040+105.9% | $137,256+68.1% |
| Participation rate | 50.0% | 79.3%-29.3pp | 76.5%-26.5pp | 80.0%-30.0pp |
| Annual return | 9.74% | 24.72%-15.0pp | 24.52%-14.8pp | 220.34%-210.6pp |
| Employer contribution / active EE | $1,570 | $3,411-54.0% | $2,954-46.9% | $4,156-62.2% |
| Participant deferral / active EE | $3,599 | $5,718-37.1% | $5,098-29.4% | $6,407-43.8% |
| Admin fee / account holder | $1,437 | $15,207-90.6% | $12,098-88.1% | $12,270-88.3% |