Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $149,309 | $110,337+35.3% | $102,383+45.8% | $145,877+2.4% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 7.83% | 24.83%-17.0pp | 24.94%-17.1pp | 551.28%-543.5pp |
| Employer contribution / active EE | $1,000 | $4,216-76.3% | $3,870-74.2% | $4,663-78.6% |
| Participant deferral / active EE | $8,811 | $5,621+56.8% | $5,060+74.1% | $6,691+31.7% |
| Admin fee / account holder | $1,861 | $9,750-80.9% | $8,391-77.8% | $13,402-86.1% |