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 | $38,158 | $81,358-53.1% | $155,556-75.5% | $80,959-52.9% |
| Participation rate | 44.9% | 66.3%-21.3pp | 78.2%-33.3pp | 67.7%-22.7pp |
| Annual return | 10.04% | 33.39%-23.3pp | 64.84%-54.8pp | 35.67%-25.6pp |
| Employer contribution / active EE | $498 | $3,106-84.0% | $4,675-89.4% | $2,757-81.9% |
| Participant deferral / active EE | $5,073 | $3,455+46.8% | $5,631-9.9% | $4,300+18.0% |
| Admin fee / account holder | $4,119 | $7,994-48.5% | $15,885-74.1% | $6,925-40.5% |