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 | $52,854 | $77,920-32.2% | $149,723-64.7% | $75,177-29.7% |
| Participation rate | 69.2% | 65.6%+3.6pp | 78.8%-9.5pp | 67.2%+2.0pp |
| Annual return | 9.44% | 31.72%-22.3pp | 134.50%-125.1pp | 160.75%-151.3pp |
| Employer contribution / active EE | $984 | $3,138-68.6% | $4,821-79.6% | $2,671-63.2% |
| Participant deferral / active EE | $2,271 | $3,411-33.4% | $5,682-60.0% | $4,126-45.0% |
| Admin fee / account holder | $3,273 | $5,951-45.0% | $13,215-75.2% | $5,651-42.1% |