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 | $20,664 | $48,235-57.2% | $68,803-70.0% | $68,490-69.8% |
| Participation rate | 56.6% | 60.7%-4.1pp | 69.0%-12.4pp | 67.9%-11.3pp |
| Annual return | -20.44% | -12.70%-7.7pp | -6.37%-14.1pp | -7.85%-12.6pp |
| Employer contribution / active EE | $1,940 | $1,829+6.1% | $2,656-27.0% | $2,597-25.3% |
| Participant deferral / active EE | $3,091 | $2,867+7.8% | $3,942-21.6% | $4,028-23.3% |
| Admin fee / account holder | $2,388 | $4,361-45.2% | $4,936-51.6% | $5,403-55.8% |