Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $26,003 | $175,259-85.2% | $149,723-82.6% | $139,487-81.4% |
| Participation rate | 63.6% | 83.4%-19.8pp | 78.8%-15.1pp | 80.3%-16.7pp |
| Annual return | 7.41% | 166.82%-159.4pp | 134.50%-127.1pp | 373.84%-366.4pp |
| Employer contribution / active EE | $1,234 | $5,478-77.5% | $4,821-74.4% | $4,755-74.1% |
| Participant deferral / active EE | $2,894 | $6,522-55.6% | $5,682-49.1% | $6,713-56.9% |
| Admin fee / account holder | $6,152 | $16,158-61.9% | $13,215-53.4% | $11,407-46.1% |