Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $114,950 | $114,119+0.7% | $107,187+7.2% | $138,895-17.2% |
| Participation rate | 42.9% | 78.1%-35.2pp | 75.0%-32.2pp | 79.9%-37.1pp |
| Annual return | 11.07% | 273.21%-262.1pp | 204.55%-193.5pp | 145.39%-134.3pp |
| Employer contribution / active EE | $1,048 | $4,059-74.2% | $3,782-72.3% | $4,194-75.0% |
| Participant deferral / active EE | $9,224 | $5,538+66.6% | $5,096+81.0% | $6,396+44.2% |
| Admin fee / account holder | $15,961 | $10,024+59.2% | $9,162+74.2% | $12,562+27.1% |