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 | $231,639 | $51,638+348.6% | $68,368+238.8% | $82,448+181.0% |
| Participation rate | 39.3% | 63.6%-24.3pp | 73.8%-34.5pp | 68.1%-28.8pp |
| Annual return | 13.14% | 37.53%-24.4pp | 292.57%-279.4pp | 41.64%-28.5pp |
| Employer contribution / active EE | $1,671 | $2,047-18.4% | $2,649-36.9% | $2,551-34.5% |
| Participant deferral / active EE | $3,691 | $2,914+26.7% | $4,123-10.5% | $4,139-10.8% |
| Admin fee / account holder | $17,297 | $4,643+272.5% | $5,150+235.9% | $7,234+139.1% |