Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $46,555 | $100,792-53.8% | $86,691-46.3% | $134,509-65.4% |
| Participation rate | 54.5% | 78.9%-24.4pp | 76.6%-22.0pp | 81.2%-26.7pp |
| Annual return | -23.82% | 29.08%-52.9pp | 35.94%-59.8pp | 418.13%-442.0pp |
| Employer contribution / active EE | $1,736 | $3,491-50.3% | $2,837-38.8% | $4,741-63.4% |
| Participant deferral / active EE | $3,430 | $5,339-35.8% | $4,656-26.3% | $6,400-46.4% |
| Admin fee / account holder | $3,957 | $10,924-63.8% | $7,492-47.2% | $11,427-65.4% |