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 | $48,080 | $91,198-47.3% | $178,503-73.1% | $79,856-39.8% |
| Participation rate | 48.1% | 69.2%-21.1pp | 81.9%-33.8pp | 69.6%-21.5pp |
| Annual return | 8.98% | 24.20%-15.2pp | 151.12%-142.1pp | 31.71%-22.7pp |
| Employer contribution / active EE | $997 | $3,257-69.4% | $5,011-80.1% | $2,471-59.6% |
| Participant deferral / active EE | $2,419 | $3,237-25.3% | $5,202-53.5% | $3,741-35.3% |
| Admin fee / account holder | $6,462 | $6,748-4.2% | $13,987-53.8% | $5,306+21.8% |