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 | $86,593 | $101,618-14.8% | $93,063-7.0% | $137,256-36.9% |
| Participation rate | 68.4% | 74.9%-6.5pp | 72.1%-3.7pp | 80.0%-11.5pp |
| Annual return | 9.27% | 223.95%-214.7pp | 34.15%-24.9pp | 220.34%-211.1pp |
| Employer contribution / active EE | $275 | $2,707-89.9% | $2,476-88.9% | $4,156-93.4% |
| Participant deferral / active EE | $2,460 | $4,279-42.5% | $3,958-37.9% | $6,407-61.6% |
| Admin fee / account holder | $9,165 | $6,198+47.9% | $6,033+51.9% | $12,270-25.3% |