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 | $44,468 | $76,407-41.8% | $150,298-70.4% | $82,448-46.1% |
| Participation rate | 66.7% | 66.4%+0.3pp | 77.8%-11.1pp | 68.1%-1.4pp |
| Annual return | 8.92% | 39.99%-31.1pp | 62.79%-53.9pp | 41.64%-32.7pp |
| Employer contribution / active EE | $924 | $2,614-64.6% | $4,154-77.8% | $2,551-63.8% |
| Participant deferral / active EE | $2,498 | $3,214-22.3% | $5,453-54.2% | $4,139-39.6% |
| Admin fee / account holder | $2,792 | $6,352-56.0% | $14,116-80.2% | $7,234-61.4% |