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 | $18,852 | $37,436-49.6% | $77,513-75.7% | $79,858-76.4% |
| Participation rate | 30.3% | 41.5%-11.2pp | 54.2%-23.9pp | 69.6%-39.3pp |
| Annual return | 9.19% | 39.75%-30.6pp | 54.81%-45.6pp | 31.72%-22.5pp |
| Employer contribution / active EE | $139 | $637-78.1% | $987-85.9% | $2,471-94.4% |
| Participant deferral / active EE | $1,164 | $1,261-7.6% | $1,861-37.4% | $3,740-68.9% |
| Admin fee / account holder | $959 | $2,505-61.7% | $2,859-66.5% | $5,306-81.9% |