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 | $26,982 | $92,219-70.7% | $76,767-64.9% | $135,380-80.1% |
| Participation rate | 55.0% | 79.8%-24.8pp | 77.0%-22.0pp | 82.6%-27.6pp |
| Annual return | -10.58% | 5.46%-16.0pp | 2.43%-13.0pp | 519.81%-530.4pp |
| Employer contribution / active EE | $645 | $3,216-79.9% | $2,485-74.0% | $4,779-86.5% |
| Participant deferral / active EE | $3,239 | $4,508-28.2% | $3,852-15.9% | $5,609-42.3% |
| Admin fee / account holder | $604 | $10,749-94.4% | $6,675-91.0% | $10,828-94.4% |