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 | $65,239 | $52,911+23.3% | $73,309-11.0% | $59,633+9.4% |
| Participation rate | 60.0% | 68.2%-8.2pp | 74.9%-14.9pp | 68.7%-8.7pp |
| Annual return | -3.84% | 12.20%-16.0pp | 5.67%-9.5pp | 2041.40%-2045.2pp |
| Employer contribution / active EE | $1,029 | $1,909-46.1% | $3,237-68.2% | $2,203-53.3% |
| Participant deferral / active EE | $2,713 | $4,069-33.3% | $4,991-45.6% | $3,192-15.0% |
| Admin fee / account holder | $443 | $3,835-88.5% | $5,635-92.1% | $4,297-89.7% |