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 | $95,903 | $45,123+112.5% | $85,240+12.5% | $74,478+28.8% |
| Participation rate | 17.7% | 49.4%-31.6pp | 67.5%-49.8pp | 67.2%-49.5pp |
| Annual return | 6.69% | 26.32%-19.6pp | 66.75%-60.1pp | 1370.56%-1363.9pp |
| Employer contribution / active EE | $501 | $1,459-65.7% | $2,735-81.7% | $2,626-80.9% |
| Participant deferral / active EE | $840 | $2,736-69.3% | $4,527-81.5% | $4,350-80.7% |
| Admin fee / account holder | $10,089 | $2,215+355.6% | $6,165+63.7% | $1,946+418.5% |