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 | $77,647 | $57,350+35.4% | $83,850-7.4% | $64,181+21.0% |
| Participation rate | 48.4% | 68.6%-20.2pp | 76.1%-27.8pp | 69.6%-21.2pp |
| Annual return | -10.90% | 11.38%-22.3pp | 850.92%-861.8pp | 7.63%-18.5pp |
| Employer contribution / active EE | $1,073 | $2,545-57.8% | $3,631-70.4% | $2,381-54.9% |
| Participant deferral / active EE | $3,699 | $2,993+23.6% | $4,082-9.4% | $3,470+6.6% |
| Admin fee / account holder | $1,315 | $4,046-67.5% | $5,478-76.0% | $4,887-73.1% |