Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $41,474 | $48,327-14.2% | $67,575-38.6% | $80,935-48.8% |
| Participation rate | 19.0% | 66.4%-47.4pp | 72.9%-53.9pp | 67.7%-48.6pp |
| Annual return | 8.26% | 18.31%-10.0pp | 3528.98%-3520.7pp | 35.66%-27.4pp |
| Employer contribution / active EE | $378 | $2,022-81.3% | $2,736-86.2% | $2,757-86.3% |
| Participant deferral / active EE | $1,864 | $2,927-36.3% | $4,003-53.4% | $4,299-56.6% |
| Admin fee / account holder | $440 | $3,692-88.1% | $3,993-89.0% | $6,924-93.6% |