Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $28,866 | $73,839-60.9% | $143,788-79.9% | $68,495-57.9% |
| Participation rate | 45.8% | 66.7%-20.8pp | 80.3%-34.5pp | 67.9%-22.1pp |
| Annual return | -19.61% | 1.01%-20.6pp | -0.03%-19.6pp | -7.84%-11.8pp |
| Employer contribution / active EE | $1,003 | $3,184-68.5% | $4,952-79.7% | $2,596-61.4% |
| Participant deferral / active EE | $3,011 | $3,384-11.0% | $5,638-46.6% | $4,028-25.2% |
| Admin fee / account holder | $1,390 | $5,755-75.9% | $14,675-90.5% | $5,403-74.3% |