Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $15,287 | $174,379-91.2% | $152,093-89.9% | $138,895-89.0% |
| Participation rate | 62.5% | 81.6%-19.1pp | 77.8%-15.3pp | 79.9%-17.4pp |
| Annual return | 8.25% | 74.86%-66.6pp | 66.36%-58.1pp | 145.39%-137.1pp |
| Employer contribution / active EE | $1,118 | $4,652-76.0% | $4,175-73.2% | $4,194-73.3% |
| Participant deferral / active EE | $2,010 | $6,159-67.4% | $5,451-63.1% | $6,396-68.6% |
| Admin fee / account holder | $4,330 | $16,880-74.4% | $14,497-70.1% | $12,562-65.5% |