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 | $115,091 | $148,623-22.6% | $135,974-15.4% | $139,466-17.5% |
| Participation rate | 68.2% | 83.9%-15.7pp | 81.9%-13.7pp | 80.3%-12.2pp |
| Annual return | 11.25% | 79.30%-68.0pp | 68.30%-57.1pp | 373.66%-362.4pp |
| Employer contribution / active EE | $1,737 | $5,246-66.9% | $4,859-64.3% | $4,754-63.5% |
| Participant deferral / active EE | $6,444 | $8,103-20.5% | $7,760-17.0% | $6,712-4.0% |
| Admin fee / account holder | $77,907 | $12,406+528.0% | $10,767+623.6% | $11,409+582.9% |