Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $57,671 | $67,411-14.4% | $91,004-36.6% | $70,126-17.8% |
| Participation rate | 68.9% | 71.4%-2.4pp | 75.6%-6.7pp | 69.5%-0.6pp |
| Annual return | 10.29% | -40.16%+50.5pp | 4.60%+5.7pp | 73.15%-62.9pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,212 | $2,823-21.6% | $3,548-37.6% | $3,332-33.6% |
| Admin fee / account holder | $5,433 | $4,236+28.2% | $5,417+0.3% | $4,645+16.9% |