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 | $97,219 | $53,841+80.6% | $75,731+28.4% | $85,851+13.2% |
| Participation rate | 56.8% | 69.0%-12.3pp | 74.8%-18.1pp | 69.3%-12.6pp |
| Annual return | 12.06% | 24.54%-12.5pp | 104.65%-92.6pp | 318.63%-306.6pp |
| Employer contribution / active EE | $1,263 | $2,017-37.4% | $2,743-54.0% | $2,565-50.8% |
| Participant deferral / active EE | $1,974 | $2,895-31.8% | $3,820-48.3% | $3,952-50.0% |
| Admin fee / account holder | $7,351 | $3,340+120.1% | $3,620+103.1% | $6,261+17.4% |