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 | $37,866 | $71,891-47.3% | $86,690-56.3% | $68,498-44.7% |
| Participation rate | 37.1% | 72.2%-35.1pp | 76.6%-39.4pp | 67.9%-30.7pp |
| Annual return | -22.02% | 3.53%-25.5pp | 35.93%-57.9pp | -7.84%-14.2pp |
| Employer contribution / active EE | $901 | $2,173-58.6% | $2,837-68.3% | $2,596-65.3% |
| Participant deferral / active EE | $2,063 | $3,779-45.4% | $4,656-55.7% | $4,027-48.8% |
| Admin fee / account holder | $4,184 | $6,112-31.5% | $7,490-44.1% | $5,403-22.6% |