Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $52,760 | $106,864-50.6% | $147,318-64.2% | $82,637-36.2% |
| Participation rate | 66.7% | 75.5%-8.8pp | 82.1%-15.4pp | 68.1%-1.4pp |
| Annual return | 11.63% | 27.49%-15.9pp | 70.43%-58.8pp | 53.51%-41.9pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $4,111 | $6,496-36.7% | $7,906-48.0% | $4,126-0.4% |
| Admin fee / account holder | $1,566 | $8,415-81.4% | $13,708-88.6% | $7,339-78.7% |