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 | $104,536 | $176,688-40.8% | $130,660-20.0% | $152,897-31.6% |
| Participation rate | 50.0% | 79.0%-29.0pp | 71.7%-21.7pp | 82.5%-32.5pp |
| Annual return | 4.07% | 2693.08%-2689.0pp | 1709.29%-1705.2pp | 345.43%-341.4pp |
| Employer contribution / active EE | $527 | $5,743-90.8% | $4,092-87.1% | $4,764-88.9% |
| Participant deferral / active EE | $7,600 | $4,362+74.2% | $3,603+110.9% | $5,851+29.9% |
| Admin fee / account holder | $2,258 | $7,131-68.3% | $5,463-58.7% | $11,599-80.5% |