Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $22,971 | $167,323-86.3% | $143,770-84.0% | $134,493-82.9% |
| Participation rate | 46.7% | 84.8%-38.1pp | 80.3%-33.6pp | 81.2%-34.6pp |
| Annual return | -21.63% | 0.47%-22.1pp | -0.04%-21.6pp | 418.01%-439.6pp |
| Employer contribution / active EE | $1,767 | $5,619-68.5% | $4,951-64.3% | $4,740-62.7% |
| Participant deferral / active EE | $2,262 | $6,446-64.9% | $5,638-59.9% | $6,400-64.7% |
| Admin fee / account holder | $458 | $18,088-97.5% | $14,673-96.9% | $11,425-96.0% |