Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $22,641 | $64,719-65.0% | $112,249-79.8% | $68,486-66.9% |
| Participation rate | 67.0% | 67.2%-0.1pp | 75.1%-8.0pp | 67.9%-0.8pp |
| Annual return | -21.00% | -11.40%-9.6pp | 27.48%-48.5pp | -7.85%-13.1pp |
| Employer contribution / active EE | $1,840 | $2,747-33.0% | $3,636-49.4% | $2,597-29.1% |
| Participant deferral / active EE | $3,380 | $3,565-5.2% | $4,729-28.5% | $4,028-16.1% |
| Admin fee / account holder | $1,784 | $5,232-65.9% | $6,412-72.2% | $5,404-67.0% |