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 | $22,482 | $77,816-71.1% | $123,552-81.8% | $64,173-65.0% |
| Participation rate | 39.6% | 74.7%-35.1pp | 82.3%-42.7pp | 69.6%-30.0pp |
| Annual return | -10.97% | 12.49%-23.5pp | 119.20%-130.2pp | 7.63%-18.6pp |
| Employer contribution / active EE | $810 | $3,014-73.1% | $4,628-82.5% | $2,381-66.0% |
| Participant deferral / active EE | $2,818 | $5,240-46.2% | $6,426-56.1% | $3,470-18.8% |
| Admin fee / account holder | $967 | $5,519-82.5% | $9,285-89.6% | $4,887-80.2% |