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 | $25,666 | $49,177-47.8% | $79,466-67.7% | $64,173-60.0% |
| Participation rate | 60.0% | 65.0%-5.0pp | 73.3%-13.3pp | 69.6%-9.6pp |
| Annual return | -8.38% | -1.16%-7.2pp | 718.28%-726.7pp | 7.63%-16.0pp |
| Employer contribution / active EE | $916 | $2,076-55.9% | $2,800-67.3% | $2,381-61.5% |
| Participant deferral / active EE | $1,094 | $2,821-61.2% | $3,704-70.5% | $3,470-68.5% |
| Admin fee / account holder | $1,273 | $3,839-66.8% | $5,104-75.1% | $4,887-73.9% |