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 | $57,747 | $113,941-49.3% | $94,229-38.7% | $125,389-53.9% |
| Participation rate | 69.2% | 82.9%-13.7pp | 78.8%-9.5pp | 83.2%-14.0pp |
| Annual return | -5.24% | 5.29%-10.5pp | 10.68%-15.9pp | 282.24%-287.5pp |
| Employer contribution / active EE | $1,657 | $4,727-65.0% | $3,587-53.8% | $4,866-66.0% |
| Participant deferral / active EE | $6,758 | $5,179+30.5% | $4,320+56.4% | $5,352+26.3% |
| Admin fee / account holder | $3,493 | $8,392-58.4% | $6,269-44.3% | $9,541-63.4% |