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 | $147,475 | $108,825+35.5% | $156,181-5.6% | $82,448+78.9% |
| Participation rate | 48.1% | 72.4%-24.2pp | 78.8%-30.7pp | 68.1%-19.9pp |
| Annual return | 10.91% | 20.59%-9.7pp | 64.87%-54.0pp | 41.64%-30.7pp |
| Employer contribution / active EE | $2,067 | $2,870-28.0% | $4,294-51.9% | $2,551-19.0% |
| Participant deferral / active EE | $4,814 | $4,577+5.2% | $6,132-21.5% | $4,139+16.3% |
| Admin fee / account holder | $4,746 | $9,341-49.2% | $14,586-67.5% | $7,234-34.4% |