Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $21,327 | $73,839-71.1% | $143,788-85.2% | $68,495-68.9% |
| Participation rate | 43.3% | 66.7%-23.3pp | 80.3%-37.0pp | 67.9%-24.6pp |
| Annual return | -20.19% | 1.01%-21.2pp | -0.03%-20.2pp | -7.84%-12.3pp |
| Employer contribution / active EE | $1,317 | $3,184-58.6% | $4,952-73.4% | $2,596-49.3% |
| Participant deferral / active EE | $3,636 | $3,384+7.4% | $5,638-35.5% | $4,028-9.7% |
| Admin fee / account holder | $667 | $5,755-88.4% | $14,675-95.5% | $5,403-87.7% |