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 | $11,419 | $42,383-73.1% | $76,518-85.1% | $64,173-82.2% |
| Participation rate | 21.9% | 58.1%-36.3pp | 68.0%-46.1pp | 69.6%-47.7pp |
| Annual return | -14.98% | -16.54%+1.6pp | -0.27%-14.7pp | 7.63%-22.6pp |
| Employer contribution / active EE | $0 | $1,563-100.0% | $2,647-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,866 | $2,566-27.3% | $3,836-51.4% | $3,470-46.2% |
| Admin fee / account holder | $1,082 | $3,198-66.2% | $4,849-77.7% | $4,887-77.9% |