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 | $134,163 | $96,524+39.0% | $75,900+76.8% | $152,909-12.3% |
| Participation rate | 18.2% | 76.2%-58.0pp | 69.3%-51.1pp | 82.5%-64.3pp |
| Annual return | 3.78% | 33.93%-30.2pp | 30.73%-27.0pp | 345.46%-341.7pp |
| Employer contribution / active EE | $884 | $3,311-73.3% | $2,501-64.7% | $4,764-81.5% |
| Participant deferral / active EE | $2,209 | $4,554-51.5% | $3,604-38.7% | $5,851-62.2% |
| Admin fee / account holder | $14,724 | $8,082+82.2% | $5,421+171.6% | $11,601+26.9% |