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 | $30,588 | $81,276-62.4% | $155,574-80.3% | $80,925-62.2% |
| Participation rate | 24.5% | 66.2%-41.7pp | 78.2%-53.7pp | 67.7%-43.1pp |
| Annual return | -12.07% | 33.36%-45.4pp | 64.87%-76.9pp | 35.65%-47.7pp |
| Employer contribution / active EE | $477 | $3,103-84.6% | $4,676-89.8% | $2,756-82.7% |
| Participant deferral / active EE | $1,110 | $3,453-67.9% | $5,629-80.3% | $4,299-74.2% |
| Admin fee / account holder | $599 | $7,993-92.5% | $15,914-96.2% | $6,940-91.4% |