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 | $120,608 | $79,449+51.8% | $189,575-36.4% | $85,847+40.5% |
| Participation rate | 52.5% | 66.0%-13.4pp | 78.4%-25.9pp | 69.3%-16.8pp |
| Annual return | 11.49% | 18.45%-7.0pp | 64.19%-52.7pp | 318.61%-307.1pp |
| Employer contribution / active EE | $1,364 | $2,081-34.5% | $4,412-69.1% | $2,565-46.8% |
| Participant deferral / active EE | $3,118 | $4,051-23.0% | $6,174-49.5% | $3,952-21.1% |
| Admin fee / account holder | $3,141 | $5,377-41.6% | $9,806-68.0% | $6,261-49.8% |