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 | $117,171 | $93,598+25.2% | $135,974-13.8% | $75,173+55.9% |
| Participation rate | 62.9% | 75.2%-12.3pp | 81.9%-19.1pp | 67.2%-4.3pp |
| Annual return | 10.49% | 30.89%-20.4pp | 68.30%-57.8pp | 160.72%-150.2pp |
| Employer contribution / active EE | $1,093 | $3,538-69.1% | $4,859-77.5% | $2,671-59.1% |
| Participant deferral / active EE | $3,504 | $6,405-45.3% | $7,760-54.8% | $4,126-15.1% |
| Admin fee / account holder | $4,746 | $6,978-32.0% | $10,767-55.9% | $5,651-16.0% |