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 | $30,461 | $86,940-65.0% | $102,434-70.3% | $80,935-62.4% |
| Participation rate | 40.0% | 72.4%-32.4pp | 76.5%-36.5pp | 67.7%-27.7pp |
| Annual return | 10.06% | 18.89%-8.8pp | 29.46%-19.4pp | 35.66%-25.6pp |
| Employer contribution / active EE | $1,001 | $2,370-57.8% | $3,023-66.9% | $2,757-63.7% |
| Participant deferral / active EE | $2,001 | $4,121-51.5% | $5,055-60.4% | $4,299-53.5% |
| Admin fee / account holder | $2,592 | $8,047-67.8% | $9,462-72.6% | $6,924-62.6% |