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 | $52,587 | $63,355-17.0% | $91,994-42.8% | $72,983-27.9% |
| Participation rate | 60.6% | 72.5%-12.0pp | 78.6%-18.1pp | 69.5%-8.9pp |
| Annual return | 18.55% | 35.35%-16.8pp | 69.03%-50.5pp | 81.01%-62.5pp |
| Employer contribution / active EE | $1,551 | $2,116-26.7% | $3,452-55.1% | $2,440-36.4% |
| Participant deferral / active EE | $3,876 | $4,883-20.6% | $5,923-34.6% | $3,608+7.4% |
| Admin fee / account holder | $9,176 | $4,668+96.6% | $7,743+18.5% | $5,124+79.1% |