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 | $131,839 | $85,766+53.7% | $136,298-3.3% | $70,126+88.0% |
| Participation rate | 66.7% | 74.2%-7.5pp | 81.9%-15.3pp | 69.5%-2.9pp |
| Annual return | 12.35% | 31.46%-19.1pp | 5156.27%-5143.9pp | 73.15%-60.8pp |
| Employer contribution / active EE | $2,391 | $2,966-19.4% | $4,696-49.1% | $2,343+2.1% |
| Participant deferral / active EE | $2,585 | $5,051-48.8% | $6,247-58.6% | $3,332-22.4% |
| Admin fee / account holder | $7,092 | $5,421+30.8% | $9,244-23.3% | $4,645+52.7% |