Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $14,611 | $111,814-86.9% | $103,374-85.9% | $145,959-90.0% |
| Participation rate | 37.5% | 77.9%-40.4pp | 74.5%-37.0pp | 80.3%-42.8pp |
| Annual return | 7.36% | 24.77%-17.4pp | 24.89%-17.5pp | 561.95%-554.6pp |
| Employer contribution / active EE | $1,561 | $4,214-63.0% | $3,869-59.7% | $4,661-66.5% |
| Participant deferral / active EE | $2,135 | $5,618-62.0% | $5,058-57.8% | $6,689-68.1% |
| Admin fee / account holder | $2,233 | $9,754-77.1% | $8,394-73.4% | $13,398-83.3% |