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 | $76,798 | $45,082+70.4% | $69,464+10.6% | $72,975+5.2% |
| Participation rate | 60.4% | 68.5%-8.1pp | 74.6%-14.2pp | 69.5%-9.1pp |
| Annual return | 5.28% | 22.66%-17.4pp | 28.98%-23.7pp | 81.01%-75.7pp |
| Employer contribution / active EE | $5,092 | $2,055+147.8% | $2,779+83.2% | $2,440+108.7% |
| Participant deferral / active EE | $9,424 | $2,604+262.0% | $3,536+166.5% | $3,608+161.2% |
| Admin fee / account holder | $13,765 | $3,057+350.3% | $3,840+258.5% | $5,124+168.6% |