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 | $62,700 | $94,436-33.6% | $115,599-45.8% | $82,637-24.1% |
| Participation rate | 58.6% | 70.4%-11.8pp | 74.3%-15.7pp | 68.1%-9.4pp |
| Annual return | 11.97% | 18.37%-6.4pp | 111.10%-99.1pp | 53.51%-41.5pp |
| Employer contribution / active EE | $1,008 | $2,324-56.6% | $2,955-65.9% | $2,552-60.5% |
| Participant deferral / active EE | $1,794 | $3,955-54.6% | $4,889-63.3% | $4,126-56.5% |
| Admin fee / account holder | $12,213 | $10,328+18.2% | $12,841-4.9% | $7,339+66.4% |