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 | $60,838 | $127,386-52.2% | $115,037-47.1% | $125,388-51.5% |
| Participation rate | 52.4% | 84.2%-31.8pp | 81.4%-29.0pp | 83.2%-30.8pp |
| Annual return | -4.47% | 31.28%-35.7pp | 26.14%-30.6pp | 282.24%-286.7pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $3,107 | $6,423-51.6% | $6,026-48.4% | $5,352-41.9% |
| Admin fee / account holder | $1,499 | $9,516-84.2% | $8,175-81.7% | $9,541-84.3% |