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 | $66,932 | $81,446-17.8% | $103,374-35.3% | $80,874-17.2% |
| Participation rate | 45.8% | 66.9%-21.0pp | 74.5%-28.7pp | 67.6%-21.8pp |
| Annual return | 9.78% | 25.57%-15.8pp | 24.89%-15.1pp | 35.62%-25.8pp |
| Employer contribution / active EE | $1,319 | $3,107-57.6% | $3,869-65.9% | $2,756-52.2% |
| Participant deferral / active EE | $4,149 | $3,870+7.2% | $5,058-18.0% | $4,297-3.4% |
| Admin fee / account holder | $5,047 | $6,715-24.8% | $8,394-39.9% | $6,935-27.2% |