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 | $36,177 | $82,288-56.0% | $68,794-47.4% | $134,509-73.1% |
| Participation rate | 43.8% | 75.1%-31.3pp | 69.0%-25.3pp | 81.2%-37.5pp |
| Annual return | -21.00% | -2.19%-18.8pp | -6.37%-14.6pp | 418.13%-439.1pp |
| Employer contribution / active EE | $986 | $3,301-70.1% | $2,656-62.9% | $4,741-79.2% |
| Participant deferral / active EE | $5,120 | $4,738+8.1% | $3,941+29.9% | $6,400-20.0% |
| Admin fee / account holder | $2,740 | $6,482-57.7% | $4,934-44.5% | $11,427-76.0% |