Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $36,304 | $51,638-29.7% | $68,368-46.9% | $82,448-56.0% |
| Participation rate | 66.7% | 63.6%+3.1pp | 73.8%-7.1pp | 68.1%-1.4pp |
| Annual return | 10.83% | 37.53%-26.7pp | 292.57%-281.7pp | 41.64%-30.8pp |
| Employer contribution / active EE | $452 | $2,047-77.9% | $2,649-82.9% | $2,551-82.3% |
| Participant deferral / active EE | $1,329 | $2,914-54.4% | $4,123-67.8% | $4,139-67.9% |
| Admin fee / account holder | $2,558 | $4,643-44.9% | $5,150-50.3% | $7,234-64.6% |