Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $119,735 | $108,911+9.9% | $100,392+19.3% | $145,884-17.9% |
| Participation rate | 23.8% | 83.0%-59.2pp | 81.5%-57.7pp | 80.3%-56.5pp |
| Annual return | 8.42% | 58.23%-49.8pp | 49.45%-41.0pp | 551.85%-543.4pp |
| Employer contribution / active EE | $0 | $4,420-100.0% | $3,941-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,389 | $8,459-59.9% | $8,090-58.1% | $6,690-49.3% |
| Admin fee / account holder | $9,299 | $9,698-4.1% | $7,904+17.6% | $13,392-30.6% |