Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $22,820 | $142,392-84.0% | $119,622-80.9% | $134,532-83.0% |
| Participation rate | 69.2% | 82.8%-13.6pp | 79.3%-10.0pp | 81.2%-12.0pp |
| Annual return | -21.10% | -12.46%-8.6pp | -14.98%-6.1pp | 418.27%-439.4pp |
| Employer contribution / active EE | $1,703 | $5,224-67.4% | $4,232-59.7% | $4,741-64.1% |
| Participant deferral / active EE | $3,191 | $6,467-50.7% | $5,601-43.0% | $6,401-50.1% |
| Admin fee / account holder | $781 | $13,593-94.3% | $10,328-92.4% | $11,429-93.2% |