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 | $30,791 | $77,817-60.4% | $123,553-75.1% | $64,173-52.0% |
| Participation rate | 63.6% | 74.7%-11.1pp | 82.3%-18.7pp | 69.6%-5.9pp |
| Annual return | -12.82% | 12.49%-25.3pp | 119.21%-132.0pp | 7.63%-20.5pp |
| Employer contribution / active EE | $1,897 | $3,014-37.1% | $4,628-59.0% | $2,381-20.3% |
| Participant deferral / active EE | $5,865 | $5,240+11.9% | $6,426-8.7% | $3,470+69.0% |
| Admin fee / account holder | $3,905 | $5,519-29.3% | $9,284-57.9% | $4,887-20.1% |