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 | $32,447 | $70,879-54.2% | $189,558-82.9% | $79,393-59.1% |
| Participation rate | 36.8% | 68.0%-31.2pp | 78.5%-41.7pp | 70.7%-33.9pp |
| Annual return | 10.88% | 20.70%-9.8pp | 64.19%-53.3pp | 116.87%-106.0pp |
| Employer contribution / active EE | $1,313 | $1,806-27.3% | $4,412-70.2% | $2,428-45.9% |
| Participant deferral / active EE | $1,751 | $4,081-57.1% | $6,174-71.6% | $4,046-56.7% |
| Admin fee / account holder | $4,653 | $647+618.7% | $9,809-52.6% | $627+642.7% |