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 | $20,971 | $48,267-56.6% | $68,808-69.5% | $68,486-69.4% |
| Participation rate | 60.0% | 60.7%-0.7pp | 69.0%-9.0pp | 67.9%-7.9pp |
| Annual return | -20.15% | -12.70%-7.5pp | -6.37%-13.8pp | -7.85%-12.3pp |
| Employer contribution / active EE | $2,172 | $1,829+18.8% | $2,656-18.2% | $2,597-16.3% |
| Participant deferral / active EE | $4,074 | $2,867+42.1% | $3,942+3.4% | $4,028+1.2% |
| Admin fee / account holder | $3,557 | $4,362-18.5% | $4,936-27.9% | $5,404-34.2% |