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 | $74,481 | $70,684+5.4% | $169,390-56.0% | $75,173-0.9% |
| Participation rate | 50.0% | 64.8%-14.8pp | 77.2%-27.2pp | 67.2%-17.2pp |
| Annual return | 9.25% | 36.38%-27.1pp | 406.07%-396.8pp | 160.72%-151.5pp |
| Employer contribution / active EE | $2,746 | $2,211+24.2% | $4,013-31.6% | $2,671+2.8% |
| Participant deferral / active EE | $4,222 | $4,310-2.0% | $6,222-32.1% | $4,126+2.3% |
| Admin fee / account holder | $6,292 | $5,404+16.4% | $9,015-30.2% | $5,651+11.4% |