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 | $15,156 | $87,546-82.7% | $75,784-80.0% | $125,389-87.9% |
| Participation rate | 52.6% | 80.2%-27.5pp | 75.8%-23.2pp | 83.2%-30.6pp |
| Annual return | -6.92% | 13.49%-20.4pp | 9.68%-16.6pp | 282.24%-289.2pp |
| Employer contribution / active EE | $3,325 | $3,930-15.4% | $3,3230% | $4,866-31.7% |
| Participant deferral / active EE | $5,716 | $4,230+35.1% | $3,652+56.5% | $5,352+6.8% |
| Admin fee / account holder | $2,357 | $6,503-63.8% | $5,300-55.5% | $9,541-75.3% |