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 | $29,329 | $57,057-48.6% | $85,009-65.5% | $80,874-63.7% |
| Participation rate | 54.8% | 56.4%-1.5pp | 67.5%-12.7pp | 67.6%-12.8pp |
| Annual return | 0.06% | 21.66%-21.6pp | 66.47%-66.4pp | 35.62%-35.6pp |
| Employer contribution / active EE | $1,593 | $1,799-11.4% | $2,728-41.6% | $2,756-42.2% |
| Participant deferral / active EE | $1,814 | $3,112-41.7% | $4,522-59.9% | $4,297-57.8% |
| Admin fee / account holder | $1,703 | $4,986-65.9% | $6,153-72.3% | $6,935-75.4% |