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 | $23,543 | $88,707-73.5% | $74,184-68.3% | $273,972-91.4% |
| Participation rate | 62.5% | 79.4%-16.9pp | 76.6%-14.1pp | 83.0%-20.5pp |
| Annual return | -3.67% | 11.94%-15.6pp | 17.74%-21.4pp | 41.46%-45.1pp |
| Employer contribution / active EE | $1,086 | $3,159-65.6% | $2,370-54.2% | $4,869-77.7% |
| Participant deferral / active EE | $2,482 | $4,212-41.1% | $3,550-30.1% | $5,287-53.1% |
| Admin fee / account holder | $1,967 | $8,717-77.4% | $5,586-64.8% | $10,133-80.6% |