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 | $41,331 | $56,200-26.5% | $67,653-38.9% | $59,633-30.7% |
| Participation rate | 64.1% | 71.5%-7.4pp | 75.7%-11.6pp | 68.7%-4.6pp |
| Annual return | -4.51% | 18506.71%-18511.2pp | 6625.22%-6629.7pp | 2041.40%-2045.9pp |
| Employer contribution / active EE | $1,475 | $1,615-8.7% | $2,266-34.9% | $2,203-33.1% |
| Participant deferral / active EE | $2,268 | $2,843-20.3% | $3,560-36.3% | $3,192-29.0% |
| Admin fee / account holder | $1,188 | $3,959-70.0% | $4,821-75.4% | $4,297-72.4% |