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 | $71,973 | $82,028-12.3% | $123,105-41.5% | $59,633+20.7% |
| Participation rate | 65.5% | 83.2%-17.7pp | 86.8%-21.3pp | 68.7%-3.2pp |
| Annual return | -2.03% | 5.12%-7.2pp | 13.22%-15.3pp | 2041.45%-2043.5pp |
| Employer contribution / active EE | $0 | $3,297-100.0% | $5,151-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $5,680 | $4,667+21.7% | $6,229-8.8% | $3,192+78.0% |
| Admin fee / account holder | $755 | $5,879-87.2% | $9,014-91.6% | $4,297-82.4% |