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 | $134,600 | $48,050+180.1% | $96,754+39.1% | $64,340+109.2% |
| Participation rate | 16.3% | 40.6%-24.3pp | 70.3%-54.0pp | 55.2%-39.0pp |
| Annual return | 9.11% | 23.41%-14.3pp | 82.04%-72.9pp | 24.14%-15.0pp |
| Employer contribution / active EE | $679 | $1,204-43.6% | $2,679-74.6% | $1,862-63.5% |
| Participant deferral / active EE | $1,271 | $2,191-42.0% | $4,758-73.3% | $2,980-57.4% |
| Admin fee / account holder | $47,713 | $3,741+1175.3% | $8,905+435.8% | $3,703+1188.7% |