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 | $38,269 | $82,314-53.5% | $68,808-44.4% | $134,532-71.6% |
| Participation rate | 61.5% | 75.1%-13.5pp | 69.0%-7.5pp | 81.2%-19.7pp |
| Annual return | -24.21% | -2.18%-22.0pp | -6.37%-17.8pp | 418.27%-442.5pp |
| Employer contribution / active EE | $1,968 | $3,301-40.4% | $2,656-25.9% | $4,741-58.5% |
| Participant deferral / active EE | $5,723 | $4,740+20.7% | $3,942+45.2% | $6,401-10.6% |
| Admin fee / account holder | $1,323 | $6,484-79.6% | $4,936-73.2% | $11,429-88.4% |